Inside the ICE House

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Market Storylines: Big Tech Earnings, Dollar Remains Weak + Gold Rides a Rollercoaster Jan 30, 2026

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Eric Criscuolo, NYSE Market Strategist, highlights a week where mega cap tech snapped back into leadership after small caps’ strong run faded. A quiet Fed meeting kept rates steady and shifted attention to earnings, where Meta and IBM surged on AI strength while Microsoft slumped on lofty expectations. Travel, leisure, and select industrial names outperformed as software and healthcare lagged. Metals stole the spotlight with extreme volatility, led by gold’s dramatic intraday swing, while crypto struggled to gain traction. With a busy earnings slate and key labor data ahead, markets move into next week with momentum reshuffling once again.

January 2026 Rewind: "Best of" Inside the ICE House Jan 29, 2026

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In January, Inside the ICE House aired six new episodes, our traditional episodes, Markets in Focus series, and the first episode of our history series.

Episode 507: Blackstone President Jon Gray on Scaling Culture, Investing Capital, and Avoiding Noise

Episode 508: Chipotle CEO Scott Boatwright on 4,000 Restaurants and Keeping Customers Craving More

Episode 509: Orla Mining CEO Jason Simpson on Mining Smarter, Scaling Faster, and the Future of Gold

Markets in Focus: GDP Strength vs. Job Slowdown, AI Acceleration, Bullish Setup for 2026

Episode 510: Cigna President Brian Evanko on Healthcare Affordability, Pharmacy Benefits, and Patient Care

History Series: Trailblazing Women Who Transformed Finance and Created a New Wall Street

History Series: Trailblazing Women Who Transformed Finance and Created a New Wall Street Jan 28, 2026

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Women have long shaped Wall Street—even when history tried to write them out. NYSE curator Anna Melo goes Inside the ICE House with archivist Dave D’Onofrio and author Michelle Young to spotlight the trailblazing women who broke barriers in finance, from the 1800s through the 20th century. They explore unforgettable figures like Victoria Woodhull, Hetty Green, Isabel Benham, and Muriel Siebert, whose grit and innovation redefined what was possible on Wall Street. Together, they reveal how these female-firsts helped transform the culture, practices, and leadership of global finance.

Episode 510: Cigna President Brian Evanko on Healthcare Affordability, Pharmacy Benefits, and Patient Care Jan 26, 2026

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Cigna is reshaping the healthcare system by tackling affordability through innovation, transparency, and patient-first solutions. President and COO Brian Evanko goes Inside the ICE House to discuss the forces driving higher healthcare costs, from demographic shifts to drug pricing, and how Cigna is working to realign incentives across the system. He also explains how data, AI, and pharmacy benefit reform are positioning the company to deliver better outcomes as healthcare enters its next phase of change.

Market Storylines: Greenland Talk Sparks Volatility, Yields Surge + Earnings Continue Jan 23, 2026

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Michael Reinking breaks down a volatile week marked by tariff headlines, rising global yields, and a sharp tech‑led selloff that quickly reversed. Early weakness gave way to a rebound as shifting rhetoric on Greenland and tariffs helped small and mid caps hit new highs. Macro uncertainty persisted with delayed Supreme Court action, ongoing Fed Chair speculation, and surging natural gas prices. Earnings season remained mixed as margin concerns surfaced while crypto news took center stage with BitGo’s NYSE debut. With earnings, the FOMC decision, and geopolitical risks ahead, markets enter next week with a packed agenda.

ETF Central: Goldman Sachs Asset Management Chief Transformation Officer Bryon Lake Jan 21, 2026

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Bryon Lake, Chief Transformation Officer at Goldman Sachs Asset Management, joins Bilal Little to discuss how ETFs are reshaping the future of investing. Drawing on nearly two decades in the ETF industry, Lake explains why the ETF wrapper has become the preferred technology for delivering active strategies at scale. He highlights Goldman’s growth in active ETFs, the rise of defined-outcome strategies, and the firm’s agreement to acquire Innovator to expand those capabilities. Lake also explores how digital tools, democratization, and access to alternatives are changing the investor experience

January Markets in Focus: GDP Strength vs. Job Slowdown, AI Acceleration, Bullish Setup for 2026 Jan 20, 2026

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Phil Rosen joins Inside the ICE House to unpack why booming GDP is colliding with weaker job growth. He explains how AI-driven productivity lets companies boost earnings without expanding headcount. Rosen also discusses how boomer wealth and strong markets continue powering consumer spending. He shares why big banks remain well‑positioned as AI and tokenization transform finance. Looking ahead, he expects rate cuts, a Bitcoin rebound, and improving job prospects for young workers.

Episode 509: Orla Mining CEO Jason Simpson on Mining Smarter, Scaling Faster, and the Future of Gold Jan 19, 2026

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Orla Mining is building a modern gold company through disciplined growth and responsible operations. CEO Jason Simpson goes Inside the ICE House to discuss Orla’s evolution, the strategy behind its diversified portfolio, and the drivers of its strong long-term returns. He also shares how sustainability, AI, and rising global demand for critical minerals are shaping the company’s path toward its next phase of growth.

Market Storylines: Earnings Hit Banks, Fed Tensions Continue to Rise + Small Caps Outperform Jan 16, 2026

Show notes

Eric Criscuolo, NYSE Market Strategist, breaks down a week defined by Supreme Court uncertainty, shifting sector leadership, and the kickoff of earnings season. Cyclicals led the tape as tech lagged early, helping small and mid caps outperform while financials slid on policy pressure and mixed bank results. Geopolitical tension boosted oil and precious metals, though easing headlines cooled crude by week’s end. Tech regained momentum Thursday on strong semiconductor earnings and major AI platform news. With a heavier earnings slate, key inflation data, and global events ahead, markets head into next week with a full macro calendar.

ICE's Chris Edmonds on Prediction Markets, Data Innovation, and how Technology is Reshaping Trading Jan 14, 2026

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Chris Edmonds, President of Fixed Income and Data Services at ICE, joins Kevin McPartland of Coalition Greenwich to explore the future of market structure and data innovation. From prediction markets and sentiment analytics to the evolving role of ETFs in fixed income, Edmonds shares how technology and transparency are reshaping trading. He dives into ICE’s advances in mortgage data, climate risk integration, and the modernization of CDS clearing. Plus, a look ahead at regulatory-driven changes in Treasury and repo markets and what they mean for liquidity and efficiency.

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