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.
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AI’s Next Act: Jed Ellerbroek on Tech Leadership & the 2026 Market Setup
<p>On this episode of The Money Path, host Todd M. Schoenberger is joined by Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, for a deep dive into AI’s growing influence on equity markets and what it could mean for 2026.</p> <p>Jed breaks down why AI beneficiaries drove market leadership, while some traditional mega-cap tech names lagged — and why he believes that gap may close as valuations reset and earnings growth accelerates. The conversation explores the evolving AI ecosystem, including demand for next-generation chips, data center buildouts, and the strategic importance of flexible infrastructure as workloads shift and...
Commodities, Volatility & the Next Trade: Mish Schneider’s Market Playbook
<p>On this episode of Financial Compass, host Todd M. Schoenberger is joined by Mish Schneider, Chief Strategist at MarketGauge.com, for a wide-ranging discussion on market data, trading strategy, and commodity opportunities.</p> <p>Mish breaks down the latest payroll, inflation, retail sales, and housing data, explaining why the economic backdrop still supports optimism — but with volatility firmly in play. She discusses shifting consumer behavior away from luxury spending toward staples, reinforcing why fundamentals and price action matter more than headlines.</p> <p>The conversation dives deep into commodities, with Mish outlining key levels in oil, a bullish setup fo...
The Torres Report Debuts: From Payrolls to Powell & the Forces Driving Markets Now
<p>The debut episode of The Torres Report launched on Biz Talk Today TV, introducing a new weekly destination for clear, actionable insight on the economy and financial markets. Hosted by Todd M. Schoenberger, the premiere featured José Torres, Senior Economist at Interactive Brokers (IBKR), breaking down the latest nonfarm payrolls report, sticky inflation pressures in services and rents, and what they mean for Federal Reserve policy in the months ahead. José unpacked the shifting dynamics of the labor market — including lower participation, immigration constraints, and the growing impact of AI on entry-level jobs — while explaining why underlying fundamentals like GDP growth, produc...
The Torres Report Debuts: From Payrolls to Powell & the Forces Driving Markets Now
<p>The debut episode of The Torres Report launched on Biz Talk Today TV, introducing a new weekly destination for clear, actionable insight on the economy and financial markets.</p> <p>Hosted by Todd M. Schoenberger, the premiere featured José Torres, Senior Economist at Interactive Brokers (IBKR), breaking down the latest nonfarm payrolls report, sticky inflation pressures in services and rents, and what they mean for Federal Reserve policy in the months ahead.</p> <p>José unpacked the shifting dynamics of the labor market — including lower participation, immigration constraints, and the growing impact of AI on entry-level jobs — while explaining why un...
Oil’s Geopolitical Risk Is Back: Rob Thummel on Venezuela, Iran & the Electricity Boom
<p>On this episode of The Money Path, host Todd M. Schoenberger is joined by Rob Thummel, Senior Portfolio Manager at Tortoise Capital, for a timely deep dive into the forces reshaping global energy markets.</p> <p>Rob explains why the geopolitical risk premium in oil is returning, driven by rising tensions in Venezuela and Iran, and why disruptions in critical shipping lanes like the Strait of Hormuz could send prices sharply higher. He also breaks down how supply discipline from U.S. producers and steady demand growth could help rebalance oil markets — even as volatility remains elevated.</p> <p>The co...
Oil’s Geopolitical Risk Is Back: Rob Thummel on Venezuela, Iran & the Electricity Boom
<p>On this episode of The Money Path, host Todd M. Schoenberger is joined by Rob Thummel, Senior Portfolio Manager at Tortoise Capital, for a timely deep dive into the forces reshaping global energy markets.</p> <p>Rob explains why the geopolitical risk premium in oil is returning, driven by rising tensions in Venezuela and Iran, and why disruptions in critical shipping lanes like the Strait of Hormuz could send prices sharply higher. He also breaks down how supply discipline from U.S. producers and steady demand growth could help rebalance oil markets — even as volatility remains elevated.</p> <p>Th...
Jobs Report Reality Check, Life Sciences M&A Watch, and the Robotics Boom (with Wayve Capital)
<p>Today’s episode of Wayve Wire brought together the macro headlines and the market themes investors are watching most as 2026 gets underway.</p> <p>Host Todd M. Schoenberger was joined by Joe Besecker (CEO, Wayve Capital) and Rhys Williams (CIO, Wayve Capital) to break down the latest Jobs Report, the Fed outlook, and the growing divide between the upper and lower halves of the U.S. economy. Joe and Rhys discussed why the payroll number alone isn’t enough to force a major policy shift, but still see a path to 2–3 rate cuts in 2026 as the economy transitions.</p> <p>The conv...
Jobs Report Fallout: Thomas Martin on the Fed, 2026 Market Setup & Where Investors Should Look Next
<p>Today’s episode of The Money Path delivered a sharp, macro-driven breakdown of what markets should—and shouldn’t—take from the latest jobs report.</p> <p>Host Todd M. Schoenberger was joined by Thomas Martin, Senior Portfolio Manager at Globalt Investments, to unpack why the report’s mixed signals are unlikely to trigger meaningful Fed cuts on their own. Thomas explained that inflation, debt levels, and the individual views of Fed policymakers will likely matter more than any single data point—and that the Fed may still only cut modestly (potentially 25 bps) even as growth cools.</p> <p>The conversation...
Inflation Isn’t “Transitory” — Ross Mayfield’s 2026 Market Roadmap + What Investors Are Missing
<p>Today’s episode of The Money Path delivered a sharp macro breakdown on what markets are getting wrong — and where opportunity may emerge in 2026. Host Todd M. Schoenberger was joined by Ross Mayfield, Investment Strategist at Baird Private Wealth Management, to unpack the biggest misinterpretations driving investor behavior right now — starting with inflation. Ross argues that the market continues to treat inflation like it will fade quickly, but he expects it to stay stickier than most anticipate. He also pointed to underappreciated geopolitical risks, particularly around China and the Middle East, as key variables that could reshape market sentiment. Ross pushe...
Venezuela Volatility + Gold/Silver Leadership: Mish Schneider on What Commodities Do Next
<p>This episode of Financial Compass kicked off the new year with a sharp look at what’s driving commodities and the key signals traders should be watching now. Host Todd M. Schoenberger welcomed Mish Schneider, Chief Strategist at MarketGauge, for a wide-ranging conversation on oil volatility, precious metals rebalancing, and the commodity trends shaping early 2026. Mish broke down why crude is primed for volatility following Venezuela headlines — and how to approach energy exposure through names like Valero or broader ETFs like XLE, with discipline around stop-losses. The duo also discussed gold and silver’s recovery, the gold-silver leadership indicator, and why Mish r...
