The Weekly Money Clip

On this special Jobs Day episode of The Money Path, host Todd M. Schoenberger sits down with Jay Hatfield, CEO & CIO of InfraCap and InfraCap ETFs, to unpack a jobs report that’s raising eyebrows—a negative October print, modest November gains, and unemployment at 4.6%. Jay explains why the headline numbers may reflect shutdown-related distortions rather than a clean signal of labor-market deterioration, and what wage trends could mean for inflation fears and the Federal Reserve’s next steps. The conversation then shifts to what comes next: whether a January rate cut is back on the table, why interest-rate sensitive sectors like housing, autos, and construction matter so much to employment, and how Jay is positioning for a soft-landing 2026. He also shares where he sees value right now—high-yield bonds, preferred shares, and selective equity bargains—plus a candid discussion on midterm-election dynamics, tariffs, and how policy could shape market sentiment. 🎥 The Money Path — Where smart money finds its way forward. 👉 Don’t forget to 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢 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. #TheMoneyPath #ToddMSchoenberger #JayHatfield #InfraCap #JobsReport #NonfarmPayrolls #Unemployment #FederalReserve #FOMC #RateCuts #InterestRates #Markets #Investing #FixedIncome #HighYield #PreferredShares #ETFs #PFFA #HousingMarket #EconomicOutlook #2026Outlook Learn more about your ad choices. Visit megaphone.fm/adchoices

2026 may reward bold positioning and punish complacency. In this sharp clip from Financial Compass, Mish Schneider explains what a Yang Fire Horse year means for markets in plain English and why investors should be prepared for fast confidence shifts, rising speculation, and powerful sector rotations. 📈🔥 Mish outlines why early strength could arrive quickly, how sharp rallies often emerge right out of the gate, and why those same forces can lead to dramatic leadership changes that separate big winners from painful losers. She also flags a potential seasonal pattern, with momentum building from February through July before markets turn choppier later in the year. This clip offers a concise preview of Mish’s broader 2026 framework and why flexibility may be the most valuable asset in the year ahead. 📌 What was discussed in the video: What a Yang Fire Horse year signals for investor behavior 🔥 Why confidence and speculation may increase in early 2026 📈 Why sharp rallies can appear quickly ⚡ How aggressive rotations create winners and losers 🔄 A possible February to July strength window 📅 Why markets could turn choppy into year end 📉 Why discipline and adaptability matter more than predictions 🎯 LinkedIn:   / crosscheck-media-llc   Instagram:   / crosscheckmedia   Facebook:   / crosscheckmedia   🎥 Want the full breakdown (including the sectors Mish is watching)? Watch the entire episode by clicking the link provided:    • 2026 Yang Fire Horse Outlook: Mish Schneid...   👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: 🔍 SEO-Optimized Keywords (for better discoverability!) mish schneider 2026 outlook, yang fire horse markets, financial compass mish schneider, market rotations 2026, sharp market rallies, sector rotation strategy, stock market cycles 2026, volatility trading outlook, speculative market phase, todd schoenberger financial compass, marketgauge strategist insights, early year market strength, second half market volatility, investing roadmap 2026, macro market cycle analysis, market leadership changes, risk management investing, election year markets, crosscheck media clip, biz talk today tv finance #️⃣ Hashtags for Reach & Engagement #mishschneider, #2026outlook, #yangfirehorse, #marketrotation, #marketvolatility, #investing, #trading, #stockmarket, #marketcycle, #riskmanagement, #financialcompass, #marketgauge, #macro, #sectorrotation, #marketoutlook, #biztalktodaytv, #crosscheckmedia, #investorinsights, #markettrends, #finance 📢 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

The next jobs report won’t look normal—and neither will inflation. In this clip from The Money Path, Jim Bianco explains what it means to get two payroll numbers at once (October + November) and why the CPI report is even trickier because there’s no October CPI data to compare against. Bianco walks through how the Fed (and investors) can still “dissect” the numbers—but only if they apply a second level of interpretation before jumping to conclusions. 🎥 To watch the full conversation with Jim Bianco, click the link provided to see the entire episode:    • The Fed vs Wall Street: Jim Bianco Exposes...   🎥 The Money Path — Where smart money finds its way forward. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 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. #TheMoneyPath #JimBianco #ToddMSchoenberger #JobsReport #NonfarmPayrolls #CPI #Inflation #FederalReserve #Macro #EconomicData #Markets #Investing #Trading #MarketVolatility #Economy Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Money Path, host ⁠Todd M. Schoenberger⁠ sits down with ⁠Gina Martin Adams⁠, Chief Market Strategist at ⁠HB Wealth⁠, to unpack a major market storyline: the fading leadership and growing dispersion inside the MAG7—and why investors may need to look beyond mega-cap tech heading into 2026. Gina explains what’s driving the rotation, why she’s watching financials, industrials, and healthcare for potential leadership, and why consumer discretionary could be more vulnerable than investors expect. The conversation also covers real-estate crosscurrents—residential supply constraints, selective opportunities in commercial segments—and how gold and silver can serve as portfolio diversifiers in a world shaped by Fed policy, deficits, and data-driven volatility. If you’re trying to navigate a market where the “easy trade” may be changing, this episode offers a clear framework for what to watch next. 🎥 The Money Path — Where smart money finds its way forward. 👉 Don’t forget to 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠...⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢 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. #TheMoneyPath #ToddMSchoenberger #GinaMartinAdams #HBWealth #Markets #Investing #StockMarket #MAG7 #BigTech #MarketRotation #SectorRotation #Financials #Industrials #Healthcare #ConsumerDiscretionary #RealEstate #Gold #Silver #Commodities #Fed #InterestRates #SP500 #MarketOutlook #PortfolioStrategy Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Money Path, host Todd M. Schoenberger sits down with Gina Martin Adams, Chief Market Strategist at HB Wealth, to unpack a major market storyline: the fading leadership and growing dispersion inside the MAG7—and why investors may need to look beyond mega-cap tech heading into 2026. Gina explains what’s driving the rotation, why she’s watching financials, industrials, and healthcare for potential leadership, and why consumer discretionary could be more vulnerable than investors expect. The conversation also covers real-estate crosscurrents—residential supply constraints, selective opportunities in commercial segments—and how gold and silver can serve as portfolio diversifiers in a world shaped by Fed policy, deficits, and data-driven volatility. If you’re trying to navigate a market where the “easy trade” may be changing, this episode offers a clear framework for what to watch next. 🎥 The Money Path — Where smart money finds its way forward. 👉 Don’t forget to 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢 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. #TheMoneyPath #ToddMSchoenberger #GinaMartinAdams #HBWealth #Markets #Investing #StockMarket #MAG7 #BigTech #MarketRotation #SectorRotation #Financials #Industrials #Healthcare #ConsumerDiscretionary #RealEstate #Gold #Silver #Commodities #Fed #InterestRates #SP500 #MarketOutlook #PortfolioStrategy Learn more about your ad choices. Visit megaphone.fm/adchoices