Inside the ICE House

Latest Episodes:

Episode 557: IBM CSO Christina Shim on Turning Sustainability Into a Business Growth Engine Sep 25, 2026

Show notes

Christina Shim, IBM's Chief Sustainability Officer, goes Inside the ICE House to discuss how energy, materials, and market access have become defining business challenges shaped by AI demand, geopolitics, and supply chain concentration. She explains how IBM embeds sustainability directly into existing enterprise workflows rather than treating it as a standalone initiative. Shim details IBM's use of AI to accelerate access to regulatory and market data while balancing governance. She also shares how IBM measures progress through quantified savings, workflow integration percentages, and stakeholder engagement.

ETF Central: Looking Back on the Conversations Shaping ETFs Sep 23, 2026

Show notes

As ETF Central surpasses 30 episodes, host Bilal Little looks back at some of the most memorable conversations that have shaped the show. From ETF issuers and financial advisors to industry influencers and innovators, Bilal revisits key insights, standout moments, and the biggest themes driving today's ETF landscape. It's a reflection on the ideas, trends, and market forces that continue to influence one of the fastest-growing segments of investing.

Episode 556: Blue Yonder CSO Saskia van Gendt on Sustainability as a Supply Chain Superpower Sep 21, 2026

Show notes

Sustainability has evolved from a standalone marketing initiative into a metric woven throughout the modern supply chain, and few companies sit closer to that shift than Blue Yonder. Chief Sustainability Officer Saskia van Gendt goes Inside the ICE House to discuss how carbon emissions, waste reduction, and ESG risk are becoming embedded into everyday supply chain decisions. She explores how AI is supercharging demand planning, transportation, and warehousing to cut waste and emissions across the end-to-end supply chain.

Episode 555: GXO CEO Patrick Kelleher on AI, Robots, and the Future of the Modern Warehouse Sep 16, 2026

Show notes

GXO is marking its five-year anniversary as a public company by shifting from an M&A-driven playbook to a focus on organic growth. CEO Patrick Kelleher goes Inside the ICE House to discuss how AI and humanoid robotics are transforming warehouse operations and worker productivity. He shares how GXO is winning new business in aerospace, defense, and data centers by leaning into specialized industry expertise. Kelleher also makes the case for specialization over end-to-end diversification as supply chains grow more complex.

Episode 554: Stifel CEO Ron Kruszewski on AI as an Accelerator and Why Humans Still Win Sep 14, 2026

Show notes

Stifel CEO Ron Kruszewski joins Inside the ICE House to mark 30 years leading the 136-year-old firm and reflect on navigating constant change. He explains why he sees AI as a powerful accelerator rather than a replacement for human judgment, and why he's betting Stifel's business on the enduring value of human relationships. Kruszewski warns against chasing trends like tokenization without heeding the lessons of financial history, favoring a strategy of compounding capabilities over decades. He closes with his outlook on where AI and financial services are headed together.

September Markets in Focus: Bitcoin's Breakout, Small Caps + the Fed's Rate Move Sep 11, 2026

Show notes

Phil Rosen joins Inside The ICE House to unpack Bitcoin's 30% surge, tying most of the gain to the Treasury's buyback announcement and noting the pullback after Jackson Hole. He stays structurally bullish on Bitcoin, pointing to currency debasement as the real long-term driver regardless of Fed noise. On small caps, he flags the Russell 2000's 25% rally as less impressive against a flat five-year stretch and favors rotating into large caps here. Rosen doubts Warsh will hike in September despite market odds suggesting otherwise, arguing the AI CapEx cycle matters more than a quarter-point move. He closes by noting a surprise hike would sting near-term, but strong earnings give the market room to absorb it.

ETF Central: Focus Partners Wealth Senior Wealth Advisor Adam Yofan Sep 09, 2026

Show notes

Adam Yofan, a wealth advisor and consultant with Focus Partners, joins Bilal Little on ETF Central to discuss how wealthy families approach investment and estate planning. Yofan shares his path from CPA to Smith Barney broker to building a planning-focused practice now part of Focus Partners, where he coaches roughly 800 advisors full-time. He argues that an advisor's real value lies not in the plan itself, which AI can now approximate, but in the trust and emotional intelligence needed to ask clients hard questions about family, legacy, and desired outcomes. He also touches on shifts toward tax-aware SMAs and ETFs, AI's growing role in advisor workflows, and offers candid thoughts on estate planning basics and his own legacy.

Episode 553: Brixmor CEO Brian Finnegan on the Symbiotic Bond Between Retail and Community Sep 08, 2026

Show notes

Brixmor is redefining what open-air retail can be, with CEO Brian Finnegan leading a portfolio of 350 shopping centers that drew 900 million visits over the past year. Finnegan goes Inside the ICE House to discuss how Brixmor curates a merchandising mix of grocers, off-price retailers, and local favorites that turn shopping centers into true community hubs. He explores why physical retail continues to thrive despite historic headwinds, from record-low new supply to retailers making stores the center of their omnichannel strategy.

Episode 552: Schneider CEO Jim Filter on Leading Legacy and Disruption in Lockstep Sep 03, 2026

Show notes

Jim Filter is only the fifth CEO in Schneider National's 90-plus-year history, stepping into the role as regulatory changes reshape trucking and logistics capacity. He goes Inside the ICE House to unpack how Schneider is using AI, autonomous vehicles, and a rebalanced fleet strategy to stay ahead of the shift. Filter discusses growth opportunities in Mexico, a disciplined approach to M&A, and why telling a cyclical dip from a real trend is core to long-term decision-making.

Episode 551: Dimensional Founder David Booth on Staying Calm and Tuning Out the Noise Sep 01, 2026

Show notes

With markets noisier and more uncertain than ever, Dimensional Fund Advisors founder David Booth goes Inside the ICE House to make the case that staying calm is not just good advice — it's backed by a century of data. He discusses his new book, Stay Calm, and why the same principles that help people navigate life's uncertainties are the ones that lead to long-term investing success. Booth challenges the allure of market timing and prediction, arguing instead for planning, patience, and trusting in human ingenuity as the engine behind decades of 10% annual stock returns. He also reflects on Dimensional's milestone crossing of $1 trillion in assets under management and why personalization may be the next major wave in investing.

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