The 2026 Setup: Wayve Capital’s Bull Case… and the Curveballs Ahead

To kick off 2026, today’s episode of Wayve Wire was a must-watch for anyone tracking markets, macro, and the political forces shaping the economy. Host Todd M. Schoenberger was joined by Joe Besecker (CEO, Wayve Capital) and Rhys Williams (CIO, Wayve Capital) for a wide-ranging conversation on: ✅ Wayve Capital’s 2026 market outlook — and why they’re leaning optimistic ✅ Political influence on markets — including what a more “moderated” approach could mean heading toward the midterms ✅ A potential Supreme Court ruling on tariffs — and the ripple effects on inflation, retailers, and U.S. deficits ✅ The next rate-cut narrative — including why Joe sees lower interest rates by Q3 next year ✅ AI regulation + productivity growth — and why history suggests AI leads to job transitions, not job collapse ✅ How Wayve is researching in 2026 — including more in-person company visits and using AI tools for early screening Plus: a few strong market watchlist mentions (including Bloom Energy) and a tease of what’s coming next — including an upcoming episode featuring Vincent Randazzo and a forward look at the next Federal Reserve meeting. If you’re looking for insight that connects markets, policy, and real-world investing strategy, this episode delivers. 🎧 Watch / listen now and share your takeaways. 👉 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. 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.