Inside the ICE House

Latest Episodes:

Market Storylines: Ceasefire Relief, V‑Shaped Recovery + Records for the S&P 500 Apr 17, 2026

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Eric Criscuolo, NYSE Market Strategist, recaps a sharp V‑shaped rally as markets rebounded from late‑March lows to push the S&P 500 to new record highs despite recent Middle East tensions. Falling oil prices, easing volatility, and renewed strength across mega‑cap tech, software, and higher‑risk thematic stocks reinforced investors’ “buy the dip” mindset, while early bank earnings pointed to a resilient economic backdrop. Looking ahead, attention shifts to a busy earnings calendar, key economic data, and lingering geopolitical and AI‑driven uncertainties.

ETF Central: Capital Group Head of Product Holly Framsted Apr 15, 2026

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Holly Framsted, Head of Product at Capital Group, joins Bilal Little to discuss her unexpected journey into investing and her role leading product strategy at one of the world’s largest active asset managers. Framsted explains how Capital Group has expanded from zero to a large, fast-growing ETF franchise by bringing active management, tax efficiency, and advisor-focused education into the ETF wrapper. The conversation highlights Capital Group’s long-term, research-driven investment philosophy, its multi-portfolio-manager approach, and how advisors are increasingly using ETFs, models, and diversified strategies to build resilient portfolios.

April Markets in Focus: Headline Driven Volatility, AI Impact, Long-Term Signals Apr 14, 2026

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Phil Rosen goes Inside The ICE House to explain how Middle East tensions are driving short-term volatility and testing investor confidence. He outlines why history suggests geopolitical shocks and oil price swings are typically temporary, often rewarding investors who stay the course. Rosen argues that selling on fear has historically underperformed holding through uncertainty, even as markets rotate beneath the surface. He closes by examining how artificial intelligence is reshaping the labor market, widening the gap between experienced workers and younger job seekers entering the workforce.

Episode 525: Vinson & Elkins Chair Keith Fullenweider on Energy, Evolution & Texas' Rise Apr 13, 2026

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Vinson & Elkins Chair Keith Fullenweider joins Inside the ICE House to break down the forces reshaping business, finance, and the legal industry. He discusses the rise of new financial hubs, the growing impact of AI on infrastructure and dealmaking, and why power and data centers are now critical to economic growth. Fullenweider also shares how Vinson & Elkins has evolved beyond its energy roots while preserving a collaborative culture and long-term growth mindset.

Market Storylines: Ceasefire Deadlines, Energy Swings + Risk Ahead of CPI and Earnings Apr 10, 2026

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Michael Reinking, NYSE Senior Market Strategist, recaps a volatile week as Middle East headlines and deadline-driven diplomacy fueled sharp market swings. Hopes for de‑escalation and a surprise ceasefire helped the S&P 500 rally more than 3% for a second straight week, pulling equities back near flat for the year as energy prices eased from recent highs. A mixed U.S. jobs report kept inflation concerns in focus ahead of CPI, while leadership broadened across consumer, travel, and AI infrastructure stocks. Looking ahead, investors remain focused on ceasefire negotiations, inflation data, and the start of earnings season.

Episode 524: US Antimony CEO Gary Evans on Rebuilding U.S. Critical Minerals Supply Chain Apr 08, 2026

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US Antimony chairman and CEO Gary Evans joins Inside the ICE House to discuss why antimony has become a strategically critical mineral for U.S. defense, manufacturing, and technology. Evans explains how global supply concentration has created vulnerabilities and how US Antimony is rebuilding domestic mining and processing capacity while expanding into other critical minerals like tungsten. The conversation also explores government collaboration, supply‑chain resilience, and how new technologies, including AI, could shape the future of critical minerals production.

Episode 523: ITT CEO Luca Savi On the SPX Flow Acquisition and ITT’s Next Chapter of Growth Apr 06, 2026

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ITT CEO Luca Savi goes Inside the ICE House to discuss the company’s acquisition of SPX Flow and how it advances ITT’s strategy to focus on higher‑growth, higher‑margin businesses moving forward. Savi explains why the deal was years in the making, how it strengthens ITT’s flow portfolio and customer offering, and what disciplined execution and integration mean for the company’s next phase of growth.

Market Storylines: Fueling Swings, Market Off-Ramps + Quarter-End Flows Apr 03, 2026

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Eric Criscuolo, NYSE Market Strategist, recaps a volatile week as shifting headlines around Iran, the Strait of Hormuz, and potential U.S. exit scenarios drove sharp market swings. Quarter‑end positioning and de‑escalation hopes fueled a strong rally, lifting the S&P 500 3% and snapping a five‑week losing streak. Tech regained leadership with broad gains across mega‑caps, semiconductors, and software, while energy lagged despite higher oil and easing global yields. Looking ahead, investors brace for key economic data, a critical Iran deadline, and the calm before earnings season ramps up.

Episode 522: Visa CMO Frank Cooper on the B2AI Study & Visa’s Approach to Commerce’s Next Era Apr 02, 2026

Show notes

Visa CMO Frank Cooper joins Inside the ICE House to discuss the company’s B2AI study, which examines the rise of AI agents as a new customer segment and highlights trust, control, and security as the key barriers to AI‑driven commerce. Cooper explains how Visa is using the findings to build trusted infrastructure that enables AI transactions while keeping humans at the center. The conversation also explores Visa’s evolving approach to sports and events marketing, from long‑standing global partnerships like the Olympics and World Cup to a broader shift from traditional sponsorship to fan‑focused, creator‑led experiences.

ETF Central: Association of African American Financial Advisors CEO Sheena Gray Apr 01, 2026

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Sheena Gray, CEO of the Association of African American Financial Advisors (Quad‑A), joins Bilal Little to discuss the evolving role of Black advisors and the organization’s 25‑year legacy. Gray shares her career journey and explains how Quad‑A supports Black financial professionals—from HBCU students to veteran advisors—through advocacy, access, and community. The conversation explores shifts toward independence, the changing face of wealth, and the need for greater representation in advisory leadership.

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