Markets Reprice, Power Shifts: Warsh, the Fed & Where Money Moves Next cover art

Markets Reprice, Power Shifts: Warsh, the Fed & Where Money Moves Next

Markets Reprice, Power Shifts: Warsh, the Fed & Where Money Moves Next

Listen for free

View show details

About this listen

 On this episode of Wayve Wire, host Todd M. Schoenberger is joined by Rhys Williams, CIO of Wayve Capital, and Joe Besecker, CEO of Wayve Capital, for a timely breakdown of the recent market sell-off and a major shift at the Federal Reserve. The panel discusses the appointment of Kevin Warsh as the new Fed Chairman, examining how his hard-money background could initially unsettle markets — and why his leadership may ultimately support lower interest rates. Rhys and Joe argue the sell-off was overdue and frame it as a necessary market reset rather than a structural breakdown. The conversation turns to investment strategy, with insights on Apple’s earnings, rising memory chip costs, and why DRAM manufacturers like Micron may be positioned for upside. They also analyze volatility in software and cybersecurity stocks, pushing back on bearish reactions to strong growth in names like Microsoft, ServiceNow, and Palo Alto Networks. From metals to tech, policy to positioning, this episode offers a clear-eyed roadmap for navigating uncertainty and opportunity ahead. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #WayveWire #WayveCapital #MarketSellOff #FederalReserve #KevinWarsh #InterestRates #StockMarket #Investing #MarketVolatility #TechStocks #Cybersecurity #AppleStock #Micron #ToddMSchoenberger Learn more about your ad choices. Visit megaphone.fm/adchoices
No reviews yet