Episode Details

Is Wall Street pouring too much money into artificial intelligence — and could the next market opportunity be hiding in stocks investors have abandoned?

On this episode of Wayve Wire, host Todd M. Schoenberger is joined by Joe Besecker, CEO of Philadelphia-based Wayve Capital, and CIO Rhys Williams for a wide-ranging conversation about the AI investment boom, market valuations, data-center financing, interest rates and where they see opportunities beyond the market’s hottest trade.

Besecker examines warnings from prominent investors including Michael Burry and Leon Cooperman, questioning whether the enormous concentration of capital flowing toward AI could eventually create dangerous market imbalances. But Besecker and Williams also explain why today's AI revolution is fundamentally different from the dot-com mania of 1999: AI already has significant economic applications, infrastructure demand and corporate spending behind it.

Williams breaks down the AI infrastructure opportunity across GPUs, electricity, data centers and the components required to build the next generation of computing capacity. The discussion also explores an increasingly important piece of the AI financing boom: data-center securitization — and what could happen if leverage grows and borrowers eventually begin defaulting.

But some of the most interesting opportunities may have little to do with AI.

Besecker highlights Lululemon, PayPal, Mercado Libre and Zoetis as companies worth watching while investors remain fixated on artificial intelligence. The team also examines whether Cisco's pullback could create an AI-infrastructure opportunity.

Then comes the macro warning: higher Treasury yields, rising leverage and expensive financing. Besecker isn't bearish, but he is cautious about what higher rates could mean if financial conditions continue tightening.

And because it's Wayve Wire, the conversation doesn't stop with Wall Street. The guys get into the Philadelphia Eagles, Baltimore Ravens and what's coming next: private equity's accelerating push into professional sports.

AI may still be the biggest investment story on Wall Street — but the next great trade may be the one everyone else is ignoring.

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