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The Weekly Money Clip

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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10

Founder Power: Why Founder-Led Companies Are Beating the Market

Founder Power: Why Founder-Led Companies Are Beating the Market

<p>Are founder-led companies the secret weapon investors have been overlooking?</p> <p>On this episode of The Money Path, host Todd M. Schoenberger sits down with Michael Monaghan, Partner and Portfolio Manager at Founder ETFs, to explore the investment thesis behind the Founders 100 ETF — a fund built exclusively around companies still led by their founders.</p> <p>Inspired by a visit to the historic Fort McHenry flag in Washington, D.C., Michael shares how the idea evolved into a data-driven strategy focused on one powerful insight: founder-led companies have historically outperformed the broader market.</p> <p>In this episode, yo...

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MARKET MELTDOWN: Inflation Shock, AI Fear & Energy Volatility — Live Expert Breakdown

MARKET MELTDOWN: Inflation Shock, AI Fear & Energy Volatility — Live Expert Breakdown

<p>U.S. stocks plunged sharply on Friday, February 27, 2026, with the Dow Jones Industrial Average tumbling as much as ~700‑800 points, the S&P 500 and Nasdaq sliding deeply into the red, and tech and financial sectors leading the sell‑off as markets closed out a turbulent February. This broad market retreat was driven by hotter‑than‑expected inflation data (Producer Price Index), renewed AI valuation fears, rising geopolitical risk, and defensive positioning among institutional investors — setting the stage for an urgent and wide‑ranging discussion. </p> <p>On today’s Wayve Wire, host Todd M. Schoenberger sits down with Rhys Williams (CIO) and Joe B...

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AI Shockwaves, Falling Yields & Tariff Turbulence: José Torres Maps the Economic Crossroads

AI Shockwaves, Falling Yields & Tariff Turbulence: José Torres Maps the Economic Crossroads

<p>Nvidia delivers 73% revenue growth — yet the stock drops 5%. What is the bond market telling us that equities aren’t?</p> <p>On this episode of The Torres Report, host Todd M. Schoenberger sits down with José Torres, Senior Economist at Interactive Brokers, to break down the economic forces driving today’s markets.</p> <p>They discuss:</p> <p>✔️ Why investors rotated from tech into Treasuries<br> ✔️ AI’s real impact on jobs, wages, and productivity<br> ✔️ Labor shortages vs. unemployment fears<br> ✔️ Mortgage rates falling below 6% — and what it means for housing<br> ✔️ The Supreme Court tariff battle and market implications<br> ✔️ CPI...

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AI Jitters, Tariff Tensions & a Risk-Off Warning? Mish Schneider Maps the Market Crossroads

AI Jitters, Tariff Tensions & a Risk-Off Warning? Mish Schneider Maps the Market Crossroads

<p>Nvidia posts 73% revenue growth — yet the stock drops. Is this AI fatigue… or something deeper?</p> <p>On this episode of Financial Compass with Mish Schneider, host Todd M. Schoenberger welcomes Mish Schneider, Chief Strategist at MarketGauge.com and Founder of the Economic Modern Family YouTube channel, for a high-level breakdown of today’s volatile market landscape.</p> <p>Mish explains:</p> <p>✔️ Why Nvidia’s pullback may signal broader AI and liquidity concerns<br> ✔️ How tariffs and policy uncertainty are fueling market hesitation<br> ✔️ What TLT, SPY, and junk bond ratios reveal about risk-on vs. risk-off conditions<br> ✔️ Whether we’re entering a...

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AI Boom or Bubble? Nvidia’s 73% Growth, Software Fears & Private Credit Shockwaves

AI Boom or Bubble? Nvidia’s 73% Growth, Software Fears & Private Credit Shockwaves

<p>Nvidia just delivered 73% revenue growth and record data center sales — yet the stock fell 5%. What gives?</p> <p>On this episode of The Money Path, host Todd M. Schoenberger sits down with Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, to break down what Nvidia’s earnings really signal for AI demand, tech leadership, and broader market risk.</p> <p>They discuss:</p> <p>✔️ Whether AI demand is peaking — or just getting started<br> ✔️ Why Big Tech plans to boost AI CapEx by 70% in 2026<br> ✔️ The growing divide between AI winners and vulnerable software stocks<br> ✔️ Private credit fears, Blue Owl redemp...

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High-Risk Bull Market Alert: Rate Cuts Fading, Energy Surging & Midterm Volatility Ahead

High-Risk Bull Market Alert: Rate Cuts Fading, Energy Surging & Midterm Volatility Ahead

<p>Is this rally built to last — or is volatility about to surge?</p> <p>On this episode of ⁠The Money Path⁠, Todd M. Schoenberger sits down with Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, to break down what she calls a “high-risk bull market.”</p> <p>Despite strong earnings and solid GDP growth, markets face mounting crosscurrents:</p> <p>• Mixed economic data and sticky inflation • Slowing labor momentum and fragile consumer confidence • Fading expectations for aggressive Fed rate cuts • AI-driven CapEx reshaping productivity and sector leadership • Energy strength in crude oil and natural gas • Conflicting oil demand forecasts (EIA vs. OPE...

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Advisors: Are You Losing Clients Without Knowing It? Here’s How to Stop It.

Advisors: Are You Losing Clients Without Knowing It? Here’s How to Stop It.

<p>Client attrition rarely happens because of performance — it happens because of broken communication.</p> <p>On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Michael Lieberman, Partner at Advisors Capital Management and author of Transferring Out, to unpack why financial advisors lose clients — and how to prevent it.</p> <p>Michael shares practical strategies to: ✔️ Become the first call when clients face financial decisions ✔️ Fix onboarding breakdowns that quietly damage trust ✔️ Build a clear client experience roadmap ✔️ Communicate succession plans before clients ask ✔️ Strengthen human connection in an AI-driven world</p> <p>From succession planning to seamless onboard...

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High-Risk Bull Market Alert: Rate Cuts Fading, Energy Surging & Midterm Volatility Ahead

High-Risk Bull Market Alert: Rate Cuts Fading, Energy Surging & Midterm Volatility Ahead

<p>Is this rally built to last — or is volatility about to surge?</p> <p>On this episode of The Money Path, Todd M. Schoenberger sits down with Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, to break down what she calls a “high-risk bull market.”</p> <p>Despite strong earnings and solid GDP growth, markets face mounting crosscurrents:</p> <p>• Mixed economic data and sticky inflation<br> • Slowing labor momentum and fragile consumer confidence<br> • Fading expectations for aggressive Fed rate cuts<br> • AI-driven CapEx reshaping productivity and sector leadership<br> • Energy strength in crude oil and natural gas<br> • Confli...

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Advisors: Are You Losing Clients Without Knowing It? Here’s How to Stop It.

Advisors: Are You Losing Clients Without Knowing It? Here’s How to Stop It.

<p>Client attrition rarely happens because of performance — it happens because of broken communication.</p> <p>On this episode of The Money Path, host Todd M. Schoenberger sits down with Michael Lieberman, Partner at Advisors Capital Management and author of Transferring Out, to unpack why financial advisors lose clients — and how to prevent it.</p> <p>Michael shares practical strategies to:<br> ✔️ Become the first call when clients face financial decisions<br> ✔️ Fix onboarding breakdowns that quietly damage trust<br> ✔️ Build a clear client experience roadmap<br> ✔️ Communicate succession plans before clients ask<br> ✔️ Strengthen human connection in an AI-driven world</p> <p>From succes...

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Inside the Tepper Tantrum: The First Look at VistaShares’ Bold New ETF (TPRY)

Inside the Tepper Tantrum: The First Look at VistaShares’ Bold New ETF (TPRY)

<p>Be the first to hear it here.</p> <p>On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger welcomes Adam Patti, CEO of VistaShares, for an exclusive breakdown of their newest ETF launching this Thursday — Tepper Tantrum (TPRY).</p> <p>TPRY tracks the high-conviction portfolio of billionaire investor David Tepper — with a 15% annual income overlay. Adam also explains the strategy behind BitBonds (BTBY), delivering 8% annual yield through Treasuries, Bitcoin exposure, and a weekly options income strategy.</p> <p>From mirroring legendary managers to the explosive growth of active ETFs, this episode dives into how VistaShares is reshaping thematic...

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