[stock-market-ticker symbols=" ^NYA;CRYPTO:BTC;CRYPTO:ETH;CRYPTO:USDT;CRYPTO:USDC;CRYPTO:BNB;CRYPTO:ADA;CRYPTO:XRP;CRYPTO:SOL;CRYPTO:DOGE " stockExchange="NYSENASDAQ" width="100%" transparentbackground=1 palette="financial-light"]

Home Blog Page 28

Harnessing Longevity Data: Insights from Jay Jackson of Abacus Global Management

Jay Jackson, Chairman and CEO of Abacus Global Management joins Remy Blaire to discuss the current earnings season, noting that while 74% of companies reported a positive EPS surprise, this figure is below the five and ten-year averages. Jay shares insights from a letter he sent to shareholders at the beginning of the year, highlighting Abacus’s impressive triple-digit growth in 2025, particularly in a challenging market for alternative asset managers.

Jay explains that Abacus leverages longevity data to drive its success, emphasizing the importance of this data in financial planning, especially as life expectancies increase. We explore how artificial intelligence is being utilized at Abacus to process extensive medical histories, allowing for more accurate lifespan predictions and customized financial solutions for clients.

We also touch on the implications of longer lifespans for Registered Investment Advisors (RIAs) and consumers, emphasizing the need for tailored financial plans that account for health and longevity. Jay introduces us to Abacus’ proprietary technology, including their LifeArc program, which helps individuals understand their lifespan based on historical data.

Bitcoin Mining Struggles, PayPal & Stripe Acquisition Talks, Michael Saylor Buys $40M BTC, Trump’s Blockchain Plans in Gaza

0

Here’s your latest crypto daily download: Bitcoin mining profitability is under pressure as prices drift toward $63,000, but mining-related equities tied to AI infrastructure saw a rebound, with the Hashrate Index benchmark rising 5.8% in a single session. Meanwhile, PayPal shares jumped nearly 7% following reports that privately held payments firm Stripe is exploring a potential acquisition, though discussions remain preliminary and may not lead to a deal. In corporate treasury news, Michael Saylor’s firm continued its aggressive accumulation strategy, purchasing roughly $40 million worth of Bitcoin in one week using proceeds from stock sales, while also considering new preferred share offerings to address investor concerns about volatility. On the geopolitical front, a proposal tied to Donald Trump includes blockchain-based infrastructure plans for Gaza, where limited connectivity has prompted discussions around stablecoins and upgraded networks, according to reporting from Financial Times and Bloomberg.

Beyond the Dollar: How Emerging Markets Are Driving Gold to All-Time Highs

0

Senior Market Strategist and Head of U.S. Public Policy at the World Gold Council, Joe Cavatoni, joins from the New York Stock Exchange to break down gold’s powerful rally and the forces driving prices to record highs heading into 2026. He explains that heightened global uncertainty, concerns about sovereign debt levels, and questions surrounding fiat currency stability are pushing both investors and central banks to increase their exposure to gold as a hedge and portfolio diversifier. Cavatoni also highlights a major shift in central bank behavior, noting that while institutions have been net buyers for more than a decade, the pace of accumulation in recent years has accelerated significantly, with massive reserve inflows reshaping demand dynamics.

The conversation also explores how currency movements, particularly shifts in the U.S. dollar are influencing gold’s trajectory, as well as why emerging market central banks and Gulf nations are playing a growing role in global demand. He further points to China as a key driver of the precious metals market, where both institutional and retail investors are increasing allocations, even as seasonal factors like Lunar New Year temporarily affect price momentum. Overall, he outlines why gold remains a focal point for investors seeking stability amid macro volatility and what market participants should watch as the year unfolds.

Beyond the ETF: The Real Drivers of Crypto Adoption in 2026

0

Founder and CEO of Blueprint Finance Nic Roberts-Huntley joins the show to break down the latest price action across major cryptocurrencies, explaining why the recent rebound could signal renewed confidence after weeks of heavy market pressure. He highlights growing institutional participation beyond ETF buying, noting that deeper investments in infrastructure and talent are helping strengthen long-term trust in digital assets. The conversation also turns to stablecoins, where improving regulatory clarity and rising real-world use cases especially in AI-driven payments and micropayments could accelerate adoption over the next year. Looking ahead, he shares what he’s watching most closely, including whether recent price levels mark a true long-term value zone, how regulation may evolve in the coming months, and why increasing M&A activity and capital moving on-chain could be major catalysts for the next phase of growth in the crypto market.

Transformative Medicine: Inside the Bristol Myers Squibb Innovation Engine

0

Bristol Myers Squibb Board Chair & CEO Chris Boerner joins us at the New York Stock Exchange after ringing the closing bell to discuss the company’s strategy, innovation pipeline, and outlook for 2026 and beyond. He highlights that the firm’s long-standing mission remains unchanged: tackling some of science’s toughest challenges while bringing transformative medicines to patients. Over the next 18–24 months, the company expects multiple data readouts, with the potential for 10 new medicines and more than 30 meaningful launch opportunities by the end of the decade. Bernard also emphasizes the growing role of artificial intelligence across the entire pharmaceutical value chain from discovery to delivery, saying it could cut development timelines by up to 30%. With a strong portfolio, solid financial position, and what he describes as the richest pipeline in company history, he tells investors the future looks bright as the company aims to accelerate innovation and strengthen the U.S. biopharma ecosystem for decades to come.

Navigating the Future of Finance: Stablecoins and Tokenization in 2026

Glen Sussman, CEO of the Tassat Group joins Remy Blaire to discuss the evolving landscape of digital assets, particularly focusing on stablecoins and tokenization. We discuss the significant regulatory changes that have taken place, including the passage of the Genius Act, which has shifted the conversation from uncertainty to a more structured framework for stablecoins.

Glen highlights the impressive growth of stablecoins, which have surged from $200 billion in January 2025 to nearly $300 billion in January 2026, with a substantial portion being USD-denominated. He also shares insights on the SEC’s recent guidance that allows broker-dealers to treat stablecoins as near-cash equivalents, further encouraging institutional adoption.

We explore the ongoing innovation in financial solutions, particularly around real-time tokenized systems that integrate with traditional financial infrastructure. Glenn draws an interesting parallel to the cable industry’s transition to streaming, suggesting that while the upgrade in finance may happen more quickly due to software-driven systems, the legacy infrastructure poses significant challenges.

As we wrap up, we discuss the implications of stablecoin adoption for American consumers and the potential for a robust stablecoin ecosystem that enhances our financial system rather than disrupts it. Glenn also shares his vision for the future of tokenization, emphasizing compliance, efficiency, and systemic stability as key focus areas.

Market Sentiment and Prediction Markets: Analyzing the State of Crypto in 2026

Adam Morgan McCarthy, Senior Research Analyst at Kaiko joins Remy Blaire to provide valuable insights into the current bear market in crypto. Adam explains that the recent downturn was triggered by structural market issues and a liquidity event, highlighting the fragility of the crypto market despite its maturation over the years. He notes that the narrative surrounding Bitcoin, particularly the ETF hype, has lost momentum, leading to decreased liquidity and increased vulnerability to downturns.

We also discuss prediction markets in light of the recent State of the Union address, where Adam shares his perspective on their reliability as macro signals versus high-speed retail sentiment. He points out that most trades on these platforms are under $100, suggesting they may serve more as a reflection of public sentiment rather than serious institutional investment.

Finally, we touch on the surge in stablecoin dominance, which is nearing the 11% mark seen during the 2022 crash. Adam attributes this to Bitcoin’s volatility, as investors seek safety in stablecoins while the market remains uncertain. He also shares some technical price levels to watch for Bitcoin, indicating that if it approaches the $55,000 to $50,000 range, it could signal a potential bottom.

Trump’s State of the Union: Domestic Focus Amidst Global Trade Challenges

In this episode, we dive into the highlights of the recent State of the Union address, which was notably the longest in history. President Trump focused on domestic issues but surprisingly omitted any mention of America’s economic competition with China. Brendan Ahern, CIO at CraneShares, joins Remy Blaire to discuss the implications of this, especially in light of Trump’s upcoming trip to China and the potential for expanded trade deals.

We also explore the recent Supreme Court ruling that struck down emergency tariffs, leading to a 10% tax on nearly all imports. Brendan shares insights on how this uncertainty affects long-term trade relationships, particularly with China, and the impact on U.S. consumers.

As we look ahead to Nvidia’s earnings report, we touch on the so-called “SaaSpocalypse” and Trump’s new ratepayer protection pledge, which requires tech companies to cover higher electricity costs in areas where new AI data centers are built. Brendan emphasizes the importance of addressing voter concerns about rising electricity prices due to AI-driven demand.

Additionally, we discuss the controversy surrounding Anthropic and its accusations against several Chinese AI startups for improper use of its cloud model. Brendan provides a nuanced perspective on the growth of AI in China, highlighting the significant contributions of Chinese STEM graduates.

Finally, we reflect on recent market movements and the rapid shifts in investor sentiment regarding risk, particularly in the context of AI and software companies. Brendan notes the ongoing debate within Craneshares about the future of software in light of AI advancements and the potential margin pressures these companies may face.

Coinbase’s 24/5 Stock Trading: A Step Towards Super Apps and Market Accessibility

John D’Agostino, Head of Strategy for Coinbase Institutional, joins Remy Blaire to discuss the recent launch of 24/5 stock trading on Coinbase and its implications for the future of market accessibility. John highlights how technology is breaking down traditional market separations, allowing for greater convenience and efficiency in trading various assets.

We also delve into the current state of Bitcoin, which, despite a recent surge, is facing its worst month since June 2022. John emphasizes the importance of sticking to one’s trading thesis while remaining open to new evidence, arguing that the narrative around Bitcoin hasn’t fundamentally changed despite the negative press. He points out that the crypto industry is still in its early stages, with increasing adoption from banks and governments.

Additionally, we discuss the growing significance of stablecoins, particularly in their real-world applications. John notes that while some in the crypto community may find stablecoins less exciting, they represent a crucial advancement in blockchain-based value transfer systems. He emphasizes the transformative potential of stablecoins for businesses and individuals who rely on faster, more secure transactions.

Tariffs, Economy, and the State of the Union: Insights from Mark Hamrick

Mark Hamrick, a Senior Economic Analyst at Bankrate joins Remy Blaire to provide valuable insights into the current economic landscape. We delve into the implications of the recent State of the Union address and the ongoing tariff discussions.

We begin by discussing the confusion surrounding the administration’s tariff policies, particularly the recent increase in U.S. tariff rates for certain countries. Mark highlights the volatility and uncertainty this creates for American businesses and consumers, especially with midterm elections approaching. He emphasizes that tariffs are not popular among the public, which complicates the administration’s approach.

Despite President Trump’s claims of a “roaring” economy, Mark points out that recent data, including a disappointing GDP growth rate of 1.4% for Q4, does not support this narrative. He notes that while some sectors are performing well, many others are struggling, and the overall economic outlook remains lackluster.

We also touch on the housing market, where lower mortgage rates have not yet translated into increased activity. Mark explains that while the average 30-year fixed mortgage rate has dropped to a three-year low, the housing market remains frozen. He warns that increased competition for limited housing supply could lead to rising prices later this year.

Finally, we discuss the future of the Federal Reserve under Jerome Powell’s leadership and the potential transition to Kevin Warsh as the new chair. Mark stresses the importance of data in guiding the Fed’s decisions, particularly regarding inflation.