Episode Details

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.

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