About this episode

Mish Schneider discusses the shifting dynamics in the semiconductor market and shares insights on various trading opportunities and economic outlooks.

Are semiconductors losing leadership just as new opportunities emerge elsewhere in the market? On this episode of ⁠Financial Compass⁠, host Todd M. Schoenberger welcomes Mish Schneider, Founder of the Economic Modern Family YouTube channel and Chief Strategist at MarketGauge.com, for a wide-ranging discussion on the technical and macro forces shaping Wall Street. Mish explains why semiconductor stocks have begun to lose momentum, what investors should watch as earnings season unfolds, and why hyperscalers like Amazon and Google may benefit from the market's current rotation. She also shares her outlook for crude oil, natural gas, food commodities, and the possibility of negative inflation in the second half of 2026. The conversation highlights several actionable trading ideas, including PayPal, Planet Fitness, Unity Software, and the emerging opportunity in Chinese equities. Mish also discusses how weather patterns, global geopolitics, and technical analysis continue to influence commodity prices and investor sentiment. Are semiconductor stocks rolling over? AI infrastructure vs. hyperscaler opportunities Oil, natural gas, and the energy outlook Could inflation turn negative in…

More episodes of The Weekly Money Clip

• Oil, the Fed & AI: Jay Hatfield's Bullish Case for S&P 9,000 Despite Middle East Risks · July 21, 2026 · 42 min
• The AI Stock That Could Transform Hollywood | Mish Schneider's Under-the-Radar Pick · July 21, 2026 · 3 min
• Semiconductor Sell-Off: Buy the Dip or Protect Your Portfolio? | Keith Schneider's Market Playbook · July 20, 2026 · 30 min
• Should NFL Owners Lead With Passion or Profits? | Shana Sissel Breaks It Down · July 19, 2026 · 3 min
• Semiconductor Sell-Off: Buy the Dip or Stay Away? | Joe Besecker & Rhys Williams Debate AI's Next Move · July 18, 2026 · 36 min
• Semiconductor Sell-Off: Buy the Dip or Stay Away? | Joe Besecker & Rhys Williams Debate AI's Next Move · July 17, 2026 · 37 min

Explore listener stats, chart rankings, contacts and more on the The Weekly Money Clip podcast page.