Is this market rebound sustainable — or just another volatility wave?
On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Wayve Capital’s top leadership — CEO Joe Besecker and CIO Rhys Williams — for a timely discussion on market momentum, geopolitical risks, and sector opportunities.
Topics include:
• The market turnaround following tariff headlines on aluminum and steel
• Ongoing uncertainty around trade policy and political messaging
• Cybersecurity and selective equity opportunities in a transitional market
• Volatility in mega-cap tech, including NVIDIA, and standout movers like AppLovin
• Economic signals: jobs data, inflation trends, and potential Fed rate cuts
• Is the economy on solid footing — or more fragile than it appears?
• Equities vs. bonds: why wealth is built in stocks
• Municipal bonds and tax-free yield opportunities
• Metals outlook: gold, silver, and copper supply dynamics
• Geopolitical tensions and their market implications
With differing perspectives from the CEO and CIO, this episode delivers a dynamic debate on where markets may be headed — and how disciplined investors should position themselves.
Watch now and stay ahead of the wave.
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Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent.
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