Episodes

  • Rhys Williams on AI, Funding Frustrations & Bull Market Lessons

    Rhys Williams on AI, Funding Frustrations & Bull Market Lessons
    Jul 5 2025
    On this insightful episode of Buy Hold Sell, co-hosts Todd M. Schoenberger and Tobin Smith are joined by Rhys Williams, CFA, Chief Strategist and Portfolio Manager at Wayve Capital just outside Philadelphia. Rhys compares today’s fundraising landscape to the dot-com era—recalling the 1995 Pets.com collapse—shares his bullish outlook on the AI-led market rally, and explains why holding cash reserves is vital amid possible corrections. They dive deep into hot topics: tariffs’ impact on inflation, Nvidia’s growth driven by global AI demand, Tesla’s stock volatility, and the promise (and uncertainty) of stablecoins and fintech rewards strategies. Rhys also highlights Wayve’s investment focus on smaller innovation-driven companies, and Tobin introduces Versus AI’s “Genius”, a next-gen data management tool reshaping investment analysis. 🎯 Gain valuable insights into market behavior, funding cycles, and cutting-edge investment technology. 🔔 Subscribe to CrossCheck Media and hit the bell to catch every episode of Buy Hold Sell. 📧 For sponsorship or advertising opportunities, email: Support@BizTalkTodayTV.com 🏷️#RhysWilliams #WayveCapital #BuyHoldSell #ToddSchoenberger #TobinSmith #AIMarket #Fundraising2025 #Nvidia #AIInvesting #Tariffs #Stablecoins #InvestmentStrategy #VersusAI #InnovationStocks #CrossCheckMedia #BizTalkTodayTV #BTT #Investing #stockmarket #WallStreet #News #Media #Business #Finance #Subscribe
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    30 mins
  • Fernando Valle on Oil Crash, A.I. Energy, Strait of Hormuz & Cease‑Fire

    Fernando Valle on Oil Crash, A.I. Energy, Strait of Hormuz & Cease‑Fire
    Jun 28 2025
    Fernando Valle on Oil Crash, A.I. Energy, Strait of Hormuz & Cease‑Fire In this timely episode of Buy Hold Sell, Hedgeye Energy Head ⁠⁠⁠Fernando Valle, CFA⁠⁠⁠, joins hosts ⁠⁠⁠Todd M. Schoenberger⁠⁠⁠ and ⁠⁠⁠Tobin Smith⁠⁠⁠ to analyze a 7% plunge in oil prices and the transformative role of AI in energy job creation. He offers a geopolitical update: the recent Israel–Iran cease‑fire agreement has driven oil futures lower and pushed markets back to pre-conflict levels. Valle explores the Strait of Hormuz risk, Iran’s military capacity, and explains why disruptions could prompt inflation at $80 or deflation at $100. He also discusses the role of natural gas, small modular reactors (SMRs), and the near‑term energy transition amid regulatory hurdles. ➡️ Subscribe and tap the bell for every episode of Buy Hold Sell. 📲 Follow ⁠⁠⁠CrossCheck Media⁠⁠⁠ across LinkedIn, Twitter/X, Instagram, TikTok & Facebook for market insights. 📧 Interested in advertising on this show or other CrossCheck Media programs distributed by Biz Talk Today TV (BTT)? Email Support@BizTalkTodayTV.com ⁠⁠⁠#FernandoValle⁠⁠⁠ ⁠⁠⁠#OilMarkets⁠⁠⁠ ⁠⁠⁠#StraitOfHormuz⁠⁠⁠ ⁠⁠⁠#EnergyGeopolitics⁠⁠⁠ ⁠⁠⁠#AIinEnergy⁠⁠⁠ ⁠⁠⁠#IsraelIranCeasefire⁠⁠⁠ ⁠⁠⁠#OilCrash2025⁠⁠⁠ ⁠⁠⁠#NaturalGas⁠⁠⁠ ⁠⁠⁠#SMRs⁠⁠⁠ ⁠⁠⁠#BuyHoldSell⁠⁠⁠ ⁠⁠⁠#ToddSchoenberger⁠⁠⁠ ⁠⁠⁠#TobinSmith⁠⁠⁠ ⁠⁠⁠#CrossCheckMedia⁠⁠⁠ ⁠⁠⁠#BTT⁠⁠⁠ ⁠⁠⁠#BizTalkTodayTV⁠⁠⁠ ⁠⁠⁠#Oil⁠⁠⁠ ⁠⁠⁠#Energy⁠⁠⁠ ⁠⁠⁠#Investing⁠⁠⁠ ⁠⁠⁠#StockMarket⁠⁠⁠ ⁠⁠⁠#News⁠⁠⁠ ⁠⁠⁠#Media⁠
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    30 mins
  • Fernando Valle on Oil Crash, A.I. Energy, Strait of Hormuz & Cease‑Fire

    Fernando Valle on Oil Crash, A.I. Energy, Strait of Hormuz & Cease‑Fire
    Jun 28 2025
    Fernando Valle on Oil Crash, A.I. Energy, Strait of Hormuz & Cease‑Fire In this timely episode of Buy Hold Sell, Hedgeye Energy Head ⁠⁠Fernando Valle, CFA⁠⁠, joins hosts ⁠⁠Todd M. Schoenberger⁠⁠ and ⁠⁠Tobin Smith⁠⁠ to analyze a 7% plunge in oil prices and the transformative role of AI in energy job creation. He offers a geopolitical update: the recent Israel–Iran cease‑fire agreement has driven oil futures lower and pushed markets back to pre-conflict levels. Valle explores the Strait of Hormuz risk, Iran’s military capacity, and explains why disruptions could prompt inflation at $80 or deflation at $100. He also discusses the role of natural gas, small modular reactors (SMRs), and the near‑term energy transition amid regulatory hurdles. ➡️ Subscribe and tap the bell for every episode of Buy Hold Sell. 📲 Follow ⁠⁠CrossCheck Media⁠⁠ across LinkedIn, Twitter/X, Instagram, TikTok & Facebook for market insights. 📧 Interested in advertising on this show or other CrossCheck Media programs distributed by Biz Talk Today TV (BTT)? Email Support@BizTalkTodayTV.com ⁠⁠#FernandoValle⁠⁠ ⁠⁠#OilMarkets⁠⁠ ⁠⁠#StraitOfHormuz⁠⁠ ⁠⁠#EnergyGeopolitics⁠⁠ ⁠⁠#AIinEnergy⁠⁠ ⁠⁠#IsraelIranCeasefire⁠⁠ ⁠⁠#OilCrash2025⁠⁠ ⁠⁠#NaturalGas⁠⁠ ⁠⁠#SMRs⁠⁠ ⁠⁠#BuyHoldSell⁠⁠ ⁠⁠#ToddSchoenberger⁠⁠ ⁠⁠#TobinSmith⁠⁠ ⁠⁠#CrossCheckMedia⁠⁠ ⁠⁠#BTT⁠⁠ ⁠⁠#BizTalkTodayTV⁠⁠ ⁠⁠#Oil⁠⁠ ⁠⁠#Energy⁠⁠ ⁠⁠#Investing⁠⁠ ⁠⁠#StockMarket⁠⁠ ⁠⁠#News⁠⁠ ⁠⁠#Media⁠
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    30 mins
  • Why the U.S. Didn’t Bomb Kharg Island | Fernando Valle on Oil Shock Risk

    Why the U.S. Didn’t Bomb Kharg Island | Fernando Valle on Oil Shock Risk
    Jun 28 2025
    In this explosive clip from Buy Hold Sell, ⁠Fernando Valle, CFA⁠, Head of Energy at ⁠Hedgeye Risk Management⁠, reveals the critical importance of Kharg Island—Iran’s main oil export terminal responsible for over 1.3 million barrels per day. Valle explains why bombing Kharg would be a point of no return, potentially triggering Iran to shut down the Strait of Hormuz, and why the U.S. and Israel have avoided that move… so far. With only 1.5% of global oil coming from Iran, Fernando warns that a direct hit could lead to double-digit oil price spikes and the collapse of the Iranian state, not just its government. 🎥 Watch the full episode of Buy Hold Sell: ⁠Fernando Valle on Oil Crash, AI Energy, Strait of Hormuz & Cease‑Fire⁠ 📧 Want to advertise with CrossCheck Media or Biz Talk Today TV? Email: Support@BizTalkTodayTV.com 🏷️ ⁠#FernandoValle⁠ ⁠#KhargIsland⁠ ⁠#OilPrices⁠ ⁠#StraitOfHormuz⁠ ⁠#IranOil⁠ ⁠#GeopoliticalRisk⁠ ⁠#BuyHoldSell⁠ ⁠#Hedgeye⁠ ⁠#EnergyMarkets⁠ ⁠#MiddleEastTensions⁠ ⁠#CrossCheckMedia⁠ ⁠#BTT⁠ ⁠#OilShock⁠ ⁠#GlobalEnergyCrisis⁠ ⁠#TobinSmith⁠ ⁠#ToddSchoenberger⁠ ⁠#BizTalkTodayTV⁠ ⁠#ToddMSchoenberger⁠ ⁠#Oil⁠ ⁠#Iran⁠ ⁠#Israel⁠ ⁠#Investing⁠ ⁠#StockMarket⁠Show less
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    2 mins
  • Maria Jelescu Dreyfus on Long-Short Strategies, Natural Gas, LNG, and the Future of Energy Investing

    Maria Jelescu Dreyfus on Long-Short Strategies, Natural Gas, LNG, and the Future of Energy Investing
    Jun 23 2025
    In this must-watch episode of Buy Hold Sell, Wall Street veterans ⁠⁠Tobin Smith⁠⁠ and ⁠⁠Todd M. Schoenberger⁠⁠ sit down with ⁠⁠Maria Jelescu Dreyfus⁠⁠, Founder, CEO, and CIO of ⁠⁠Ardinall Investment Management⁠⁠ — a private investment firm focused on long-short strategies in public markets and the global energy transition. Maria shares her unique perspective shaped by her leadership at ⁠⁠Goldman Sachs⁠⁠, board experience at ⁠⁠ExxonMobil⁠⁠ and ⁠⁠Pioneer Natural Resources⁠⁠, and deep involvement in energy policy, infrastructure, and ESG investing. 🔍 Episode Highlights: 📊 Energy Investment Strategy – Maria explains how Ardinall approaches long-short equity in the evolving energy landscape. 💡 Natural Gas & Power Infrastructure – Why natural gas remains critical to meet rising U.S. electricity demands, especially for data centers and industrial growth. 🚢 LNG Exports & Geopolitics – How the U.S. is leveraging its low-carbon, low-cost natural gas to compete in Europe and Asia. 🏗️ Permitting & Midstream Bottlenecks – The infrastructure challenges delaying new pipelines and gas transport systems. ☢️ Small Modular Reactors (SMRs) – Can SMRs drive zero-carbon electricity? Maria shares a realist’s take on nuclear innovation. 🌐 Global Trade & Energy Security – The implications of tariffs, energy diversification in India, and U.S. competitiveness in global energy markets. 👤 About Maria Jelescu Dreyfus: Maria is the founder of Ardinall Investment Management, a New York-based long/short hedge fund serving accredited investors. She brings over two decades of experience in energy, sustainability, and finance. She sits on the boards of ExxonMobil, ⁠⁠Cadiz Inc.⁠⁠, and ⁠⁠SLB (Schlumberger)⁠⁠, and is a recognized voice in sustainable finance and policy. 📺 Watch the full episode now on the ⁠⁠Biz Talk Today TV⁠⁠ network or the ⁠⁠CrossCheck Media YouTube Channel⁠⁠. ✅ Don't forget to subscribe for more expert-level market insights. 📢 Advertising Opportunities: Want to promote your brand on Buy Hold Sell or other top finance programs produced by CrossCheck Media and distributed by Biz Talk Today TV? 📩 Contact: Support@BizTalkTodayTV.com 🔖 ⁠⁠#BuyHoldSell⁠⁠ ⁠⁠#MariaJelescuDreyfus⁠⁠ ⁠⁠#Ardinall⁠⁠ ⁠⁠#EnergyInvesting⁠⁠ ⁠⁠#NaturalGas⁠⁠ ⁠⁠#LNG⁠⁠ ⁠⁠#LongShortStrategy⁠⁠ ⁠⁠#CleanEnergy⁠⁠ ⁠⁠#SMR⁠⁠ ⁠⁠#GoldmanSachs⁠⁠ ⁠⁠#ExxonMobil⁠⁠ ⁠⁠#ESGInvesting⁠⁠ ⁠⁠#PowerInfrastructure⁠⁠ ⁠⁠#USelections2024⁠⁠ ⁠⁠#Geopolitics⁠⁠ ⁠⁠#USExports⁠⁠ ⁠⁠#FinancePodcast⁠⁠ ⁠⁠#MarketAnalysis⁠⁠ ⁠⁠#WallStreet⁠⁠ ⁠⁠#MidstreamEnergy⁠⁠ ⁠⁠#SustainableInvesting⁠⁠ ⁠⁠#CrossCheckMedia⁠⁠ ⁠⁠#BizTalkTodayTV⁠⁠ ⁠⁠#TobinSmith⁠⁠ ⁠⁠#ToddSchoenberger⁠⁠ ⁠⁠#ToddMSchoenberger⁠⁠ ⁠⁠#BTT⁠⁠ ⁠⁠#Investing⁠⁠ ⁠⁠#News⁠⁠ ⁠⁠#Media⁠⁠ ⁠⁠#WallStreet⁠
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    31 mins
  • Maria Jelescu Dreyfus on Long-Short Strategies, Natural Gas, LNG, and the Future of Energy Investing

    Maria Jelescu Dreyfus on Long-Short Strategies, Natural Gas, LNG, and the Future of Energy Investing
    Jun 23 2025
    In this must-watch episode of Buy Hold Sell, Wall Street veterans ⁠Tobin Smith⁠ and ⁠Todd M. Schoenberger⁠ sit down with ⁠Maria Jelescu Dreyfus⁠, Founder, CEO, and CIO of ⁠Ardinall Investment Management⁠ — a private investment firm focused on long-short strategies in public markets and the global energy transition. Maria shares her unique perspective shaped by her leadership at ⁠Goldman Sachs⁠, board experience at ⁠ExxonMobil⁠ and ⁠Pioneer Natural Resources⁠, and deep involvement in energy policy, infrastructure, and ESG investing. 🔍 Episode Highlights: 📊 Energy Investment Strategy – Maria explains how Ardinall approaches long-short equity in the evolving energy landscape. 💡 Natural Gas & Power Infrastructure – Why natural gas remains critical to meet rising U.S. electricity demands, especially for data centers and industrial growth. 🚢 LNG Exports & Geopolitics – How the U.S. is leveraging its low-carbon, low-cost natural gas to compete in Europe and Asia. 🏗️ Permitting & Midstream Bottlenecks – The infrastructure challenges delaying new pipelines and gas transport systems. ☢️ Small Modular Reactors (SMRs) – Can SMRs drive zero-carbon electricity? Maria shares a realist’s take on nuclear innovation. 🌐 Global Trade & Energy Security – The implications of tariffs, energy diversification in India, and U.S. competitiveness in global energy markets. 👤 About Maria Jelescu Dreyfus: Maria is the founder of Ardinall Investment Management, a New York-based long/short hedge fund serving accredited investors. She brings over two decades of experience in energy, sustainability, and finance. She sits on the boards of ExxonMobil, ⁠Cadiz Inc.⁠, and ⁠SLB (Schlumberger)⁠, and is a recognized voice in sustainable finance and policy. 📺 Watch the full episode now on the ⁠Biz Talk Today TV⁠ network or the ⁠CrossCheck Media YouTube Channel⁠. ✅ Don't forget to subscribe for more expert-level market insights. 📢 Advertising Opportunities: Want to promote your brand on Buy Hold Sell or other top finance programs produced by CrossCheck Media and distributed by Biz Talk Today TV? 📩 Contact: Support@BizTalkTodayTV.com 🔖 ⁠#BuyHoldSell⁠ ⁠#MariaJelescuDreyfus⁠ ⁠#Ardinall⁠ ⁠#EnergyInvesting⁠ ⁠#NaturalGas⁠ ⁠#LNG⁠ ⁠#LongShortStrategy⁠ ⁠#CleanEnergy⁠ ⁠#SMR⁠ ⁠#GoldmanSachs⁠ ⁠#ExxonMobil⁠ ⁠#ESGInvesting⁠ ⁠#PowerInfrastructure⁠ ⁠#USelections2024⁠ ⁠#Geopolitics⁠ ⁠#USExports⁠ ⁠#FinancePodcast⁠ ⁠#MarketAnalysis⁠ ⁠#WallStreet⁠ ⁠#MidstreamEnergy⁠ ⁠#SustainableInvesting⁠ ⁠#CrossCheckMedia⁠ ⁠#BizTalkTodayTV⁠ ⁠#TobinSmith⁠ ⁠#ToddSchoenberger⁠ ⁠#ToddMSchoenberger⁠ ⁠#BTT⁠ ⁠#Investing⁠ ⁠#News⁠ ⁠#Media⁠ ⁠#WallStreet
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    31 mins
  • Buy Hold Sell: Jed Ellerbroek (Argent Capital) on ASICs, AI Infrastructure & New ETF Strategy

    Buy Hold Sell: Jed Ellerbroek (Argent Capital) on ASICs, AI Infrastructure & New ETF Strategy
    Jun 13 2025
    Join ⁠Tobin Smith⁠ (⁠TransformityResearch.com⁠ CIO) and ⁠Todd M. Schoenberger⁠ (CEO, ⁠CrossCheck Media⁠) as they welcome ⁠Jed Ellerbroek⁠, CFA, Portfolio Manager at ⁠Argent Capital Management⁠ in St. Louis, MO. In this insightful episode: 🎯Jed discusses the tech mega-trend of in-house ASIC development, aimed at reducing reliance on NVIDIA. 🎯Tobin highlights his bullish stance on Micron memory chips, while Jed praises Broadcom’s commanding position. 🎯Jed shares his concentrated, low-turnover equity strategy and his selection process—from the largest US companies down to a select, “enduring businesses” portfolio. 🎯The trio dives into AI infrastructure, naming Microsoft, Google, and Amazon—Argent’s top holdings—and noting growth driven by cloud adoption. 🎯Cybersecurity gets attention too, with Fortinet lauded for strong management and resilience. 🎯Jed explains their underweight position in Apple, citing a need for more AI-driven products, and shares how software hiring trends are shifting towards experienced coders. 🎯Market dynamics, from consumer spending to political policy, frame the backdrop for this episode. 🎯Tobin shares market-crisis anecdotes, emphasizing the power of imagination in portfolio strategy. 🎯Jed announces the launch of an ETF version of his strategy, and the hosts discuss the growing influence of retail investors. Guest Bio: Jed Ellerbroek, CFA, brings 20 years of investment experience to Argent’s Large-Cap strategy. A former PNC analyst turned portfolio manager since 2020, he's built a reputation on conviction-driven investing. 📌 Perfect for investors interested in technology, AI, and tactical equity management. #BuyHoldSell #JedEllerbroek #ArgentCapital #TobinSmith #ToddSchoenberger #AIInfrastructure #ASICchips #NVIDIA #Micron #Broadcom #AmazonStock #Microsoft #Google #Fortinet #Apple #ETFlaunch #TechInvesting #WallStreet #EquityStrategy #Cybersecurity #StockMarket #BTT #BizTalkTodayTV #CrossCheckMedia #ToddMSchoenberger #Investing #Stocks #Retirement #media #news
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    31 mins
  • Buy Hold Sell: Jed Ellerbroek (Argent Capital) on ASICs, AI Infrastructure & New ETF Strategy

    Buy Hold Sell: Jed Ellerbroek (Argent Capital) on ASICs, AI Infrastructure & New ETF Strategy
    Jun 12 2025
    Join ⁠⁠Tobin Smith⁠⁠ (⁠⁠TransformityResearch.com⁠⁠ CIO) and ⁠⁠Todd M. Schoenberger⁠⁠ (CEO, ⁠⁠CrossCheck Media⁠⁠) as they welcome ⁠⁠Jed Ellerbroek⁠⁠, CFA, Portfolio Manager at ⁠⁠Argent Capital Management⁠⁠ in St. Louis, MO. In this insightful episode: 🎯Jed discusses the tech mega-trend of in-house ASIC development, aimed at reducing reliance on NVIDIA. 🎯Tobin highlights his bullish stance on Micron memory chips, while Jed praises Broadcom’s commanding position. 🎯Jed shares his concentrated, low-turnover equity strategy and his selection process—from the largest US companies down to a select, “enduring businesses” portfolio. 🎯The trio dives into AI infrastructure, naming Microsoft, Google, and Amazon—Argent’s top holdings—and noting growth driven by cloud adoption. 🎯Cybersecurity gets attention too, with Fortinet lauded for strong management and resilience. 🎯Jed explains their underweight position in Apple, citing a need for more AI-driven products, and shares how software hiring trends are shifting towards experienced coders. 🎯Market dynamics, from consumer spending to political policy, frame the backdrop for this episode. 🎯Tobin shares market-crisis anecdotes, emphasizing the power of imagination in portfolio strategy. 🎯Jed announces the launch of an ETF version of his strategy, and the hosts discuss the growing influence of retail investors. Guest Bio: Jed Ellerbroek, CFA, brings 20 years of investment experience to Argent’s Large-Cap strategy. A former PNC analyst turned portfolio manager since 2020, he's built a reputation on conviction-driven investing. 📌 Perfect for investors interested in technology, AI, and tactical equity management. #BuyHoldSell #JedEllerbroek #ArgentCapital #TobinSmith #ToddSchoenberger #AIInfrastructure #ASICchips #NVIDIA #Micron #Broadcom #AmazonStock #Microsoft #Google #Fortinet #Apple #ETFlaunch #TechInvesting #WallStreet #EquityStrategy #Cybersecurity #StockMarket #BTT #BizTalkTodayTV #CrossCheckMedia #ToddMSchoenberger #Investing #Stocks #Retirement #media #news
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    31 mins