Episode Details

Did the recent AI-driven market selloff create one of the best buying opportunities of the year?

On this episode of ⁠Wayve Wire⁠, host Todd M. Schoenberger welcomes Joe Besecker, CEO of Philadelphia-based Wayve Capital, and Rhys Williams, the firm's CIO, for an institutional-level discussion on the forces driving today's markets.

The team explains why they believed the semiconductor pullback represented a buying opportunity, how South Korea's leveraged retail market accelerated the correction, and why they acted before much of Wall Street changed its outlook.

The conversation also explores Kevin Warsh's latest comments and what they reveal about the Federal Reserve's evolving approach to monetary policy, along with the growing influence of the bond market on interest-rate expectations.

Additional topics include:

• Why semiconductor weakness created opportunity
• Amazon's continued AI spending and cloud growth
• The difference between investing and today's momentum-driven "casino" market
• AI adoption across healthcare, energy, and industrial companies
• Geopolitical risks surrounding Iran and the Strait of Hormuz
• Oil prices, inflation, and what investors should watch next
• How Wayve Capital approaches long-term investing amid short-term volatility

If you want institutional-quality market analysis that looks beyond the headlines, this episode of Wayve Wire delivers valuable insights from two seasoned portfolio managers.

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