Inside the ICE House

Latest Episodes:

Episode 487: LexisNexis Risk Solutions' Bill Madison on Data, Decisions, and Smarter Insurance Sep 29, 2025

Show notes

Data is redefining how insurers assess risk, price policies, and serve customers, ushering in a new era of smarter insurance. Bill Madison, CEO of LexisNexis Risk Solutions Insurance, has spent four decades at the forefront of this transformation. He goes Inside the ICE House to share how data and AI are streamlining processes, enhancing transparency, and improving outcomes for both carriers and policyholders.

Market Storylines: Valuation Warnings, Sector Divergence + Shutdown Risks Sep 26, 2025

Show notes

Eric Criscuolo, Market Strategist at the NYSE, recaps a week where stocks retreated from record highs after triple-witching and Fed Chair Powell’s valuation comments. Energy outperformed on rising oil, while tech and small caps lagged. Stronger economic data tempered Fed cut expectations. Criscuolo highlights jobs reports, ISM data, and a potential government shutdown as next week’s key drivers.

Episode 486: VISA's Mathieu Altwegg on Redefining Shopping in an AI-Driven World Sep 24, 2025

Show notes

Artificial intelligence is reshaping the way consumers discover, select, and purchase products, ushering in a new era of Intelligent Commerce. Mathieu Altwegg, Visa’s Head of Product & Solutions for Europe, is at the forefront of this transformation. He goes Inside the ICE House to explore how Visa is partnering with leading tech companies to securely integrate these agents into the payment ecosystem.

Episode 485: BBDO Worldwide Chairman Andrew Robertson on Shaping the "Creative Shift" Sep 22, 2025

Show notes

Creativity is undergoing a transformation as data, technology, and shifting consumer expectations reshape how ideas are formed and shared. With decades of leadership at BBDO Worldwide, Andrew Robertson explores this evolution in his new book, "The Creative Shift". He goes Inside the ICE House to discuss how organizations can unlock innovation, foster emotional storytelling, and adapt to a rapidly changing creative economy.

Market Storylines: Fed Shift, Dovish Signals + Market Momentum Sep 19, 2025

Show notes

Michael Reinking, Senior Market Strategist at the NYSE, recaps a week where the Fed cut rates 25 basis points, lifting markets to record highs. U.S.-China talks, including a framework for a TikTok deal, eased tensions and supported global indices. Strong retail sales added momentum, though not inflation adjusted. Small caps outperformed following the Fed’s move. Reinking flags the Trump-Xi call, triple-witching, and PMI and PCE data as next week’s key drivers.

Founding, Funding, and Investing in the Future with M13's Carter Reum Sep 18, 2025

Show notes

Venture capital is evolving as founder become funders, bringing firsthand experience to the investment table. M13 co-founder Carter Reum has helped shape this shift by backing bold ideas and building platforms that support entrepreneurs from seed to scale. He joins Inside the ICE House for breakfast on the balcony above the NYSE trading floor to share his journey from founder to VC leader, the changing dynamics of venture capital, and how he and his team identify the next generation of game-changing companies.

ETF Central: First Eagle Investments Co-Head of Global Value Investing Matt McLennan Sep 17, 2025

Show notes

Matt McLennan, Co-Head of Global Value Investing at First Eagle Investments, joins Bilal Little, Director of Exchange Traded Products at the NYSE, to share his path from Australia and Goldman Sachs to leading one of the industry’s most respected value teams. He discusses First Eagle’s philosophy of resilient wealth creation, with an emphasis on capital preservation, scarcity-driven opportunities, and real assets. McLennan also explores today’s challenging macro backdrop of inflation, debt, and geopolitical risk, and why gold remains a critical hedge.

September Markets in Focus: Fed Cuts, Labor Market Risks, and Investor Resilience Sep 16, 2025

Show notes

Phil Rosen of Opening Bell Daily returns to Inside the ICE House to break down the Fed’s expected rate cut and its broader economic impact. He highlights a 911,000-job downward revision as a warning sign for the labor market and explains why Powell’s messaging will be closely watched. Despite soft jobs data, Phil points to strong earnings and AI momentum as key supports for markets. Looking ahead, he cautions that while rate cuts may offer short-term relief, stabilizing the labor market remains the bigger challenge.

Episode 484: ESPN Chairman Jimmy Pitaro on Streaming, Sports Rights, and the Future of Fandom Sep 15, 2025

Show notes

The sports media industry is transforming as fans shift to streaming, personalization, and on-demand access. With a vast portfolio of rights, technology, and storytelling, ESPN is redefining how audiences experience live sports and highlights across every screen. Jimmy Pitaro, ESPN's Chairman, goes Inside the ICE House to discuss its direct-to-consumer future, expanded partnerships with the NFL and WWE, and how the network is positioning itself to remain the front door for sports fans in a rapidly changing media landscape.

Market Storylines: AI Surge, Labor Softness + Fed in Focus Sep 12, 2025

Show notes

Eric Criscuolo, Market Strategist at the NYSE, recaps a week of mixed equity performance, with AI and semiconductor stocks leading while Apple lagged. Labor data revisions and rising jobless claims signaled a softer job market, raising Fed policy questions. Inflation data was mixed, with PPI cooling but CPI still elevated. Commodities saw a major copper merger and modest oil gains. Criscuolo flags next week’s Fed decision and Powell’s press conference as key market drivers.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected