Inside the ICE House

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Market Storylines: AI Trade Under Pressure, Fed Cut Sparks Rotation + Small Cap Highs Dec 12, 2025

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Michael Reinking, Senior Market Strategist at the NYSE, recaps a week defined by AI volatility and a Fed surprise. The AI trade continued to evolve as investors shifted focus from spending to returns, pressuring some tech names. The Fed cut rates and announced balance sheet expansion, easing liquidity concerns and fueling a sharp rotation. Small and mid-caps hit new highs while mega-cap tech lagged, leaving the S&P 500 little changed. Attention now turns to upcoming economic data and the January Fed meeting.

ETF Central: Rich Habits Podcast Co-Hosts Robert Croak and Austin Hankwitz Dec 10, 2025

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Austin Hankwitz and Robert Croak, hosts of the Rich Habits Podcast, join Bilal Little to discuss their rise as influential voices in personal finance. They reflect on how short-form content and authenticity helped them build a community of more than three million followers. The duo shares their approach to simplifying major market themes and identifying long-term trends across sectors like AI and energy. They also outline the principles that guide their investing philosophy and research.

Episode 503: Emera CEO Scott Balfour on Growth, Strategy, and the Utilities Trilemma Dec 09, 2025

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Emera is advancing energy leadership through strategic investment, operational excellence, and a long-term commitment to customers and communities. CEO Scott Balfour joins Inside the ICE House to discuss how the company’s NYSE listing expands access to global capital and strengthens its ability to deliver reliable, affordable power.

Episode 502: Author and Entrepreneur Brad Feld on Mentorship, Leadership, and Building Better Ecosystems Dec 08, 2025

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Brad Feld is championing a philosophy of generosity and collaboration to strengthen entrepreneurial ecosystems. The author and venture capitalist goes Inside the ICE House to share insights from his new book, "Give First: The Power of Mentorship", and how its principles shape mentorship and leadership. He discusses building better communities, fostering innovation, and why giving without expectation creates lasting impact.

Market Storylines: Volatility Compresses, Bitcoin Swings + Small Caps Surge Ahead of Fed Decision Dec 05, 2025

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Eric Criscuolo, Market Strategist at the NYSE, recaps a week marked by consolidation ahead of next week’s Fed decision. After a strong post-Thanksgiving rally, the S&P 500 held above key moving averages, trading in a tight range near record highs as volatility compressed. Small caps outperformed late in the week, driven by thematic baskets tied to AI and robotics, even as rising global yields pressured equities. Crypto saw sharp swings, with Bitcoin reversing early losses to test resistance near its 20-day average. Markets close steady with attention turning to the Fed’s rate cut outlook, economic projections, and major earnings on deck.

December Markets in Focus: Rate Cut Expectations, Bitcoin's Dip, Year-End Optimism Dec 04, 2025

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Phil Rosen of Opening Bell Daily joins Inside the ICE House to break down rising expectations for a December rate cut and what it signals about a divided Fed. He explains why a cut in a strong market could boost already bullish momentum into 2026. Phil also puts Bitcoin’s recent dip in context, noting its long-term story and institutional support remain intact. He highlights December’s seasonal strength as another tailwind for investors.

Episode 501: McGraw Hill's Dave Cortese on Driving Digital Transformation in Education Dec 03, 2025

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McGraw Hill is building on its legacy as a trusted education partner while driving a bold digital transformation. Chief Digital Information Officer David Cortese goes Inside the ICE House to share how technology is reshaping the company’s approach to learning. He discusses innovations that personalize education, strategies to empower teachers, and tools that help students succeed in a rapidly changing world.

Episode 500: NYSE Texas President Bryan Daniel on Igniting Opportunity in the Lone Star State Dec 01, 2025

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NYSE Texas is driving economic growth through innovation, market access, and strategic partnerships. President Bryan Daniel joins Inside the ICE House to discuss how Texas’s pro-business foundation and collaborative leadership are creating new opportunities for companies to raise capital and scale. He highlights how entrepreneurship and a supportive regulatory environment are positioning Texas as a rising force in the global marketplace.

November 2025 Rewind: "Best of" Inside the ICE House Nov 28, 2025

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In November, Inside the ICE House aired seven new episodes, both traditional and our Markets in Focus series in partnership with Opening Bell Daily.

Episode 494: Chemours CFO Shane Hostetter on Driving Growth Through Strategy & Innovation

Episode 495: Bausch + Lomb CEO Brent Saunders on Comeback, R&D Innovation, and the Evolution of Eye Care

November Markets in Focus: Labor Market Slowdown, AI Boom vs Dot Com Bubble, Market Opportunities

Episode 496: CRH CEO Jim Mintern on Building the Future of the Building Materials Industry

Episode 497: Athene CEO Grant Kvalheim on Addressing America's Growing Retirement Crisis

Episode 498: Realty Income CEO Sumit Roy on Monthly Dividends, European Expansion, and the Future of Net Lease

Episode 499: GeoPark CEO Felipe Bayon on Leading a New Era and Building Long-term Success

ETF Central: Former CNBC Senior Markets Correspondent Bob Pisani Nov 26, 2025

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Bob Pisani, former CNBC Senior Markets Correspondent, joins Bilal Little to share insights from his decades covering Wall Street and global markets. He reflects on witnessing the evolution of ETFs and how they reshaped investing for institutions and individuals alike. Pisani discusses his personal approach to building a portfolio and the principles that guide his long-term strategy. He highlights lessons learned from market cycles and the importance of staying disciplined amid volatility.

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