On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Wayve Capital CEO Joe Besecker and CIO Rhys Williams to break down what’s really driving silver’s explosive move—and whether investors should lock in gains or stay in the trade. The conversation spans geopolitical risk, short squeezes, and why small- and mid-cap stocks may offer better risk-reward than commodities right now.
The panel also digs into strategic supply chain security, rare earth opportunities tied to Greenland, and the investment implications for defense and technology. Plus, a candid look at Intel’s long road to recovery under Pat Gelsinger, what patience means for long-term investors, and where the Federal Reserve is likely headed at its next meeting.
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