Fed Freeze, Iran Risk & AI Power Shift: What Wall Street Is Getting WRONG | Wayve Wire

About this episode

The episode discusses Wall Street's misinterpretation of Federal Reserve actions and the impact of geopolitical risks and AI advancements on the market.

Is Wall Street completely misreading the next move from the Federal Reserve? On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Joe Besecker and Rhys Williams of Wayve Capital to break down the biggest forces driving markets right now — from Fed policy uncertainty to geopolitical risk and the accelerating AI arms race. 🚨 Key insights from this episode: • Why the Fed may stay on hold longer than markets expect • The real impact of the DOJ dropping its investigation into Jerome Powell • How rising energy prices and Iran tensions could keep inflation elevated • The strategic importance of the Strait of Hormuz in global markets • Why AI infrastructure is outperforming — and what it means for investors • Google’s massive investment in Anthropic and the implications of its Mythos platform • Are software stocks breaking down — or is this a buying opportunity? ⚠️ With volatility rising and geopolitical risks intensifying, the team dives into whether investors are underestimating what comes next — and where the real opportunities may be hiding. 👉 Watch now for expert-level insight into macro, markets, and the future of AI-driven investing. 🔗 Website…

People in this episode

Host: Todd M. Schoenberger

Guests: Joe Besecker, Rhys Williams

Topics covered

• Federal Reserve policy
• geopolitical risk
• AI arms race
• market volatility
• inflation
• investment opportunities

Keywords

• Federal Reserve
• Wall Street
• geopolitical risk
• AI investment
• inflation
• energy prices
• software stocks

Mentioned in this episode

Organizations: Wayve Capital, Google, Anthropic

Places: Iran, Strait of Hormuz

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