The Weekly Money Clip

Blue Owl Freezes Redemptions: Private Credit Canary in the Coal Mine? | Wayve Wire

Blue Owl Capital has frozen redemptions in one of its retail-focused private credit funds — and investors are asking a critical question: Is this isolated stress… or the beginning of a broader private credit unwind? In this must-watch clip from Wayve Wire, Joe Besecker (CEO, Wayve Capital) and Rhys Williams (CIO, Wayve Capital) break down: • What gating redemptions really signals to retail investors • Whether this is comparable to 2008 — or completely different • The risks tied to private credit “democratization” • Software exposure, underwriting standards & leverage concerns • Is Blue Owl a buying opportunity — or early innings of a larger unwind? With reports highlighting liquidity pressures and scrutiny around private credit structures, this conversation cuts through the noise and delivers a sober, strategic perspective. 👉 Watch the full episode at the link provided for the complete discussion on Blue Owl, Supreme Court ruling on Tariffs, PCE, Fed policy, and broader market volatility ▶️    • Supreme Court Shocks Markets: Tariffs Over...   👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #WayveWire, #BlueOwl, #PrivateCredit, #Redemptions, #LiquidityRisk, #RetailInvestors, #MarketVolatility, #AlternativeInvestments, #CreditMarkets, #InvestmentStrategy, #StockMarketNews, #FinancialNews, #HighYield, #WallStreet Learn more about your ad choices. Visit megaphone.fm/adchoices

Supreme Court Shocks Markets: Tariffs Overturned, Rates Debated & Private Credit Risk Exposed

The markets rallied after the Supreme Court struck down President Trump’s tariffs — but what happens next? On this high-impact episode of ⁠Wayve Wire⁠, host Todd M. Schoenberger is joined by Joe Besecker (CEO, Wayve Capital) and Rhys Williams (CIO, Wayve Capital) to break down the real implications behind the ruling — and why the celebration may be premature. 🔎 On the agenda: • How the Supreme Court tariff ruling reshapes equities, retailers, and consumer stocks • Why tariffs may still return under existing statutes • The inflation debate: Did tariffs really move the CPI needle? • Mortgage rate outlook and Treasury issuance risks • DOJ investigation into Chairman Powell — market implications • Blue Owl’s private credit liquidation halt and what it signals about liquidity stress • The latest PCE data and what it means for Fed rate cuts From trade policy to inflation, private credit volatility to Fed uncertainty — this episode delivers sharp, tactical insights for serious investors navigating a fragile macro environment. Watch or Listen now and position smarter. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #WayveWire, #SupremeCourt, #Tariffs, #StockMarket, #Inflation, #FederalReserve, #InterestRates, #MortgageRates, #PrivateCredit, #BlueOwl, #MarketVolatility, #PCE, #RetailStocks, #TradePolicy, #Investing Learn more about your ad choices. Visit megaphone.fm/adchoices

Tariffs, Volatility & Global Rotation: Is the Market Entering a New Era? | The Money Path

Did the Supreme Court’s tariff ruling truly change the market outlook — or was it just a short-term sentiment boost? On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Gina Martin Adams, Chief Market Strategist at HB Wealth and former Bloomberg Intelligence leader, to dissect what’s really driving markets now and into 2026. 📌 Key themes from the conversation: • The real impact of the Supreme Court tariff decision on earnings and valuations • Why the rally may be more about sentiment than fundamentals • Leadership shifts beyond the MAG7 — small caps, industrials & international equities • The transition from a consumer-driven to investment-led U.S. economy • Rising volatility, geopolitical risk, and midterm election uncertainty • Why global markets may be poised to close the valuation gap with the U.S. • What could trigger a true economic slowdown — and what likely won’t With earnings growth projected near 13% and market leadership broadening globally, Gina outlines the risks, opportunities, and structural shifts reshaping portfolios. If you’re navigating valuation risk, sector rotation, and global diversification, this is essential viewing. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com ⁠📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath, #GinaMartinAdams, #HBWealth, #StockMarket, #SupremeCourt, #Tariffs, #SectorRotation, #GlobalMarkets, #InternationalEquities, #SmallCaps, #MarketVolatility, #EarningsGrowth, #InvestingStrategy, #MidtermElections, #S&P500 Learn more about your ad choices. Visit megaphone.fm/adchoices

Tariffs, Volatility & Global Rotation: Is the Market Entering a New Era? | The Money Path

Did the Supreme Court’s tariff ruling truly change the market outlook — or was it just a short-term sentiment boost? On this episode of The Money Path, host Todd M. Schoenberger sits down with Gina Martin Adams, Chief Market Strategist at HB Wealth and former Bloomberg Intelligence leader, to dissect what’s really driving markets now and into 2026. 📌 Key themes from the conversation: • The real impact of the Supreme Court tariff decision on earnings and valuations • Why the rally may be more about sentiment than fundamentals • Leadership shifts beyond the MAG7 — small caps, industrials & international equities • The transition from a consumer-driven to investment-led U.S. economy • Rising volatility, geopolitical risk, and midterm election uncertainty • Why global markets may be poised to close the valuation gap with the U.S. • What could trigger a true economic slowdown — and what likely won’t With earnings growth projected near 13% and market leadership broadening globally, Gina outlines the risks, opportunities, and structural shifts reshaping portfolios. If you’re navigating valuation risk, sector rotation, and global diversification, this is essential viewing. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath, #GinaMartinAdams, #HBWealth, #StockMarket, #SupremeCourt, #Tariffs, #SectorRotation, #GlobalMarkets, #InternationalEquities, #SmallCaps, #MarketVolatility, #EarningsGrowth, #InvestingStrategy, #MidtermElections, #S&P500 Learn more about your ad choices. Visit megaphone.fm/adchoices

Supreme Court Shocks Markets: Tariffs Overturned, Rates Debated & Private Credit Risk Exposed | Wayve Wire LIVE

The markets rallied after the Supreme Court struck down President Trump’s tariffs — but what happens next? On this high-impact episode of Wayve Wire, host Todd M. Schoenberger is joined by Joe Besecker (CEO, Wayve Capital) and Rhys Williams (CIO, Wayve Capital) to break down the real implications behind the ruling — and why the celebration may be premature. 🔎 On the agenda: • How the Supreme Court tariff ruling reshapes equities, retailers, and consumer stocks • Why tariffs may still return under existing statutes • The inflation debate: Did tariffs really move the CPI needle? • Mortgage rate outlook and Treasury issuance risks • DOJ investigation into Chairman Powell — market implications • Blue Owl’s private credit liquidation halt and what it signals about liquidity stress • The latest PCE data and what it means for Fed rate cuts From trade policy to inflation, private credit volatility to Fed uncertainty — this episode delivers sharp, tactical insights for serious investors navigating a fragile macro environment. Watch or Listen now and position smarter. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #WayveWire, #SupremeCourt, #Tariffs, #StockMarket, #Inflation, #FederalReserve, #InterestRates, #MortgageRates, #PrivateCredit, #BlueOwl, #MarketVolatility, #PCE, #RetailStocks, #TradePolicy, #Investing Learn more about your ad choices. Visit megaphone.fm/adchoices