Fed Freeze, Iran Risk & AI Power Shift: What Wall Street Is Getting WRONG | Wayve Wire

Is Wall Street completely misreading the next move from the Federal Reserve? On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Joe Besecker and Rhys Williams of Wayve Capital to break down the biggest forces driving markets right now — from Fed policy uncertainty to geopolitical risk and the accelerating AI arms race. 🚨 Key insights from this episode: • Why the Fed may stay on hold longer than markets expect • The real impact of the DOJ dropping its investigation into Jerome Powell • How rising energy prices and Iran tensions could keep inflation elevated • The strategic importance of the Strait of Hormuz in global markets • Why AI infrastructure is outperforming — and what it means for investors • Google’s massive investment in Anthropic and the implications of its Mythos platform • Are software stocks breaking down — or is this a buying opportunity? ⚠️ With volatility rising and geopolitical risks intensifying, the team dives into whether investors are underestimating what comes next — and where the real opportunities may be hiding. 👉 Watch now for expert-level insight into macro, markets, and the future of AI-driven investing. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢 Disclaimer: The views and opinions expressed on 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 their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #WayveWire #StockMarket #FederalReserve #Inflation #OilPrices #AIStocks #Anthropic #Investing #WallStreet #MarketAnalysis #Geopolitics #EnergyMarkets #TechStocks #Finance #BTT Learn more about your ad choices. Visit megaphone.fm/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.