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This 30-minute show aims to provide a comprehensive and diverse exploration of money-related topics, combining expert insights with individual experiences.
Wayve Wire Launch: AI Infrastructure, Fed Policy & What Comes Next
The Weekly Money Clip
33 minutes
2 weeks ago
Wayve Wire Launch: AI Infrastructure, Fed Policy & What Comes Next
The debut episode of Wayve Wire launches with host Todd M. Schoenberger joined by Rhys Williams, CIO of Wayve Capital, and Joe Besecker, incoming CEO of Wayve Capital, for a fast-moving conversation on AI investing, Federal Reserve policy, and the market outlook heading into 2026.
Rhys and Joe break down the recent sell-off in AI stocks, explaining why they see it as an opportunity rather than a warning—and why AI infrastructure may matter more than headline names in the next phase of the cycle. They discuss the idea of a K-shaped economy, the challenge of separating AI winners from losers, and why the current build-out resembles the early days of the cell-phone revolution.
The conversation also turns to the Federal Reserve’s evolving leadership, interest rates, housing, and labor-market dynamics, including how long-term rates—not just Fed cuts—will shape economic momentum. While cautious about near-term risks, both guests outline why they remain optimistic about the broader market and see the potential for double-digit gains in 2026.
Wayve Wire delivers timely, investable insight—connecting today’s headlines to real market strategy.
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The Weekly Money Clip
This 30-minute show aims to provide a comprehensive and diverse exploration of money-related topics, combining expert insights with individual experiences.
