Podcast Episode
AI Warning, $5,000 Checks & the Fed: Wayve Capital Breaks Down Wall Street’s Next Big Risks
About this episode
AI fears, inflation, interest rates and Washington are colliding—and Wayve Capital CEO Joe Besecker and CIO Rhys Williams join host Todd M. Schoenberger to separate the market risks from the noise.
The conversation tackles warnings about the potential dangers of artificial intelligence and why Besecker and Williams believe the answer isn’t slowing U.S. AI development—but maintaining American leadership while building stronger guardrails and oversight.
The discussion then turns to the proposed $5,000 payments to Americans, the potential inflationary consequences of another massive fiscal injection, and whether some of that money could instead be directed toward wealth-building investments and critical infrastructure.
Plus, the Wayve Capital team examines sticky inflation, rising energy costs, the possibility of a Fed rate hike, AI spending, Oracle, data centers and the outlook for technology stocks. Besecker explains why he still sees strength in the AI trade despite near-term volatility, while Williams examines whether enormous capital spending is ultimately translating into sustainable earnings.
And because it’s Wayve Wire, the conversation eventually reaches football—with an impromptu fantasy draft and a look at the rapidly changing economics of college sports.
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