Buy Hold Sell

🚨 WALL STREET IS RALLYING—BUT THE BANKING SECTOR IS FLASHING A WARNING! The Nasdaq rebounds as Nvidia, AMD and artificial intelligence stocks lead technology shares higher. But beneath the rally, America's banking sector is suffering through its longest weekly losing streak since the summer of 2008. Is Wall Street overlooking a major warning sign? On the October 19, 2026, Closing Bell edition of...

Wall Street is being pulled in nearly every direction. Geopolitical uncertainty, volatile oil prices, an approaching election, AI speculation and rapidly changing economic signals are making traditional market forecasts increasingly difficult. So what should investors do? On this episode of ⁠⁠ Keith’s Corner ⁠⁠ , Keith Schneider, CEO and Co-Founder of MarketGauge , joins host ⁠⁠ Todd M. Schoenberg...

Wall Street is being pulled in nearly every direction. Geopolitical uncertainty, volatile oil prices, an approaching election, AI speculation and rapidly changing economic signals are making traditional market forecasts increasingly difficult. So what should investors do? On this episode of ⁠⁠Keith’s Corner⁠⁠, Keith Schneider, CEO and Co-Founder of MarketGauge, joins host ⁠⁠Todd M. Schoenberger⁠⁠,...

With Election Day approaching, Republican congressional nominee ⁠⁠ Berney Flowers ⁠⁠ returns to ⁠⁠ Campaign Trail: The Road to Congress ⁠⁠ for a wide-ranging conversation about the issues he is putting at the center of his campaign for Maryland’s 3rd Congressional District . Maryland election records show Flowers won the Republican primary with 48.92% of the vote and will face Democratic incumbent...

With Election Day approaching, Republican congressional nominee ⁠⁠Berney Flowers⁠⁠ returns to ⁠⁠Campaign Trail: The Road to Congress⁠⁠ for a wide-ranging conversation about the issues he is putting at the center of his campaign for Maryland’s 3rd Congressional District. Maryland election records show Flowers won the Republican primary with 48.92% of the vote and will face Democratic incumbent Sara...

Is Artificial Intelligence about to replace traditional private equity—and reshape how companies grow? On this episode of Buy Hold Sell , we sit down with Jeremy Barnett, CEO of RAD Intel , to break down one of the most disruptive ideas in business today: 👉 AIBO (Artificial Intelligence Buyouts) This isn’t theory—this is already being deployed across Fortune 1000 companies . 💥 In this episode: •...

Is Artificial Intelligence about to replace traditional private equity—and reshape how companies grow? On this episode of Buy Hold Sell, we sit down with Jeremy Barnett, CEO of RAD Intel, to break down one of the most disruptive ideas in business today: 👉 AIBO (Artificial Intelligence Buyouts) This isn’t theory—this is already being deployed across Fortune 1000 companies. 💥 In this episode: • Wh...

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...

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...

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 reser...

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 reserve...

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 agree...

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 dri...

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 h...

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 oi...

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 Isra...

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...

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 ⁠...

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 S...

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...

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, bo...

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 M...

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 ch...

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...

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 Micr...