Inside The Ice House

Michael Reinking, NYSE Senior Market Strategist, recaps a tumultuous week as shifting Middle East headlines fueled volatility in oil and intraday trading. Despite escalating tensions, the S&P 500 largely consolidated near record highs, underscoring resilience after a historic rally. Strong earnings—especially in AI‑linked sectors like semiconductors—have helped anchor markets, even as cautious guidance pressures parts of software and services. With yields moving higher, attention now turns to central bank decisions and a busy slate of mega‑cap tech earnings in the week ahead.

Pfizer CFO Dave Denton goes Inside the ICE House to discuss how the company is navigating its post‑COVID transition and positioning itself for a return to sustainable growth later this decade. He details Pfizer’s major strategic investments in oncology and metabolic health, including the Seagen and Metsera deals, and explains how proven platforms, global scale, and financial discipline are central to those moves. Denton also shares how execution, patient‑centric innovation, and emerging technologies like AI are shaping the next chapter of Pfizer’s growth story.

Global X ETFs’ Pedro Palandrani goes Inside the ICE House to discuss the launch of the Global X NYSE 100 ETF and how it redefines innovation investing. He explains how the fund expands beyond traditional tech classifications to capture tech-enabled leaders across multiple sectors and exchanges using a rules-based, multi-factor approach. Palandrani shares why growing demand for targeted, low-cost exposure made now the right time for NYSX and how it fits into the broader mission of delivering accessible innovation to investors.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

In March Inside the ICE House aired eight new episodes. Episode 515: PR Newswire President Matt Brown on Reinventing Reach and the NYSE Partnership Episode 516: Radian CEO Rick Thornberry and Inigo's Richard Watson on a Defining Insurance Acquisition Episode 517: Martha Stewart on Business Success, Snoop Dogg's Style, and ScottsMiracle-Gro Markets in Focus: Geopolitical Risk, Oil Price Signals, Energy's Structural Boom Episode 518: Cyera CEO Yotam Segev on Securing Enterprise Data in the Expanding AI Era Episode 519: Bar Rescue's Jon Taffer on Saving Bars, Guiding Owners, and Driving Season 10 Episode 520: ADL CEO Jonathan Greenblatt on Fighting Antisemitism and Impact of the TOV ETF Episode 521: AEM CEO Megan Tanel on How ConExpo/Con-Agg Powers Construction's Growth and Future

The Association of Equipment Manufacturers is shaping the future of construction and manufacturing at CONEXPO‑CON/AGG 2026. AEM President and CEO Megan Tanel goes Inside the ICE House from Las Vegas to discuss how the once‑every‑three‑years event drives billions in economic activity while spotlighting technology, workforce, and sustainability trends across the industry.

Michael Reinking, NYSE Senior Market Strategist, recaps a tumultuous week driven by escalating Middle East tensions and rapid swings in geopolitical rhetoric. Record-setting triple witching volume underscored investor uncertainty as the S&P 500 struggled to regain its 200‑day moving average despite sharp intraday reversals. Markets reacted violently to shifting headlines around Iran, the Strait of Hormuz, and evolving U.S. deadlines, fueling both equity whipsaws and extreme moves in oil. Leadership rotated defensively, with energy and materials outperforming while mega‑cap tech and software felt renewed pressure.

Long before today’s transit systems became everyday routines, New York’s growth was propelled by ambitious railroads that stitched the region together through public investment and engineering daring. Historian Justin Rivers joins Anna Melo and NYSE archivist Dave D’Onofrio Inside the ICE House to trace how the New York Central, the High Line, and the Pennsylvania Railroad shaped the city’s architecture, commerce, and identity through bold expansions and dramatic transformations.

ADL CEO Jonathan Greenblatt goes Inside the ICE House to explore how the ADL is tackling the rising and rapidly shifting threat of antisemitism. He reflects on how hatred has evolved from fringe extremism to viral online campaigns that challenge traditional defenses. Jonathan also breaks down the thinking behind the launch of the TOV ETF and its effort to spotlight companies that uphold democratic values.

Eric Criscuolo breaks down a week where markets were dominated by escalating conflict in the Middle East as strikes on major energy infrastructure drove fresh uncertainty and pushed oil and natural gas prices sharply higher. The Federal Reserve held rates steady, but hawkish projections and Chair Powell’s repeated emphasis on uncertainty fueled expectations that policy may remain restrictive longer than previously thought. Yields surged and equities softened, even as certain pockets of the market showed relative resilience amid broader volatility. Looking ahead, investors are watching a heavy slate of data, earnings, and central bank commentary as geopolitical tensions and inflation risks continue to shape market sentiment.

Devon Drew, founder and CEO of AssetLink, joins Bilal Little to discuss how his platform unifies fragmented data and applies AI to transform distribution for asset managers and advisors. He explains how automated intelligence, personalized outreach, and real‑time insights help solve long‑standing sales challenges in a crowded market. Drew highlights demographic shifts, agile breakaway firms, and evolving investment trends reshaping advisor behavior. He also touches on AssetLink’s newly granted patent and its push toward autonomous agent technology for future distribution.