AI, the Fed, and the Volatility Trade: Where Opportunity Is Hiding Now

Markets are swinging, metals are sliding, and Fed speculation is back in focus — but beneath the noise, structural opportunity may be building. On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Rhys Williams, CIO of Wayve Capital, for a deep dive into how AI adoption, shifting job market dynamics, and uncertainty around Federal Reserve leadership are shaping today’s investment landscape. Rhys explains why AI is being adopted faster than any technology cycle in history, how data center capex and automation could reshape employment trends, and why dominant mega-cap tech names may still offer compelling long-term value despite short-term rotation into smaller stocks. The conversation also tackles: • The delayed jobs report and what it really signals about labor markets • Why Fed independence matters for bonds, inflation, and capital markets • How potential leadership changes at the Fed could affect asset prices • The sharp sell-off in gold, silver, and copper — and what it means • Trading strategies for navigating algorithm-driven volatility • Why bonds remain range-bound unless recession risks rise In a week of market whiplash, this episode delivers perspective on risk, resilience, and where disciplined investors may find the next edge. 👉 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 program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. 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. #AIInvesting, #FederalReserve, #MarketVolatility, #StockMarket, #BondMarket, #Gold, #Silver, #TechStocks, #MacroEconomics, #Investing Learn more about your ad choices. Visit megaphone.fm/adchoices