Episode Details

Markets are at a critical inflection point—and the next move could be massive.

On this episode of ⁠Wayve Wire⁠, host Todd M. Schoenberger sits down with Joe Besecker (CEO, Wayve Capital) and Rhys Williams (CIO, Wayve Capital) to break down the biggest forces driving markets right now—from geopolitical tensions with Iran to surging oil prices, AI dominance, and the next wave of IPOs.

💥 Key topics include: • Will a potential Iran deal calm markets—or trigger a sharp reversal in oil? • Why oil prices may stay higher than expected—and what that means for inflation • Energy stocks vs. broader markets: where should investors be positioned? • AI dominance, MAG7 leadership, and why pullbacks may be buying opportunities • The impact of major IPOs like SpaceX on ETFs and market momentum • Consumer sentiment at historic lows—should investors be worried? • Recession risk in the second half of the year—and how to prepare

📉 Despite ongoing volatility, the team explains why markets could still climb higher—and where smart money is positioning right now.

👉 If you’re watching oil, AI, geopolitics, or the broader market—this is a MUST-WATCH episode.

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