Matthieu De Vergnes, managing director of global institutional business at Ondo Finance, joins Remy Blaire at the Ondo Summit in New York to discuss the firm surpassing $2.5 billion in tokenized assets, its European expansion, the launch of Ondo Perps, and how partnerships with traditional finance players are accelerating real-world adoption.
Chocolate Prices Stay High Despite Cocoa Plunge Ahead of Valentine’s Day
David Branch, sector manager at Wells Fargo’s Agri-Food Institute, joins to break down why cocoa prices have plunged from 2024 record highs while chocolate prices remain sticky ahead of Valentine’s Day, and what consumers can expect for candy, coffee, and other food staples in 2026.
Gold Hits Record Highs as Central Banks Accelerate Buying and ETF Inflows Surge
Joe Cavatoni, senior market strategist and head of public policy for the U.S. at the World Gold Council, joins to discuss gold’s record-breaking rally in 2026, accelerating central bank demand, historic ETF inflows, currency risks, and the growing digitization of the gold market.
Cooler January Inflation and AI Disruption Fears Drive 2026 Sector Rotation
Brian Vendig, president and CIO of MJP Wealth Advisors, joins Remy Blaire to break down cooler January inflation, a resilient labor market, Fed policy expectations, and whether AI disruption fears are driving an overreaction across financials and cyclical sectors.
Cooler January CPI Fuels Sector Rotation as Energy, Materials Lead in 2026
Walter Todd, president and CIO of Greenwood Capital, joins Remy Blaire to discuss January CPI coming in cooler than expected, what it means for potential Fed cuts in the second half of 2026, and the sharp sector rotation reshaping U.S. equity markets.
Wintermute CEO Says ETF Flows Reshaped Crypto as Bitcoin Tests Key Support
Evgeny Gaevoy, founder and CEO of Wintermute, joins J.D. Durkin at the New York Stock Exchange to discuss Bitcoin’s sharp pullback from record highs, how ETF flows and traditional exchanges are reshaping crypto liquidity, and why this cycle may look very different from the past.
Strong Jobs Data Lowers Odds of Rate Cuts as Bond Yields Signal Caution
Mark Hamrick, senior economic analyst at Bankrate, joins J.D. Durkin to break down the market’s volatile rotation into bonds, what the January jobs report really means for rate cuts, and why long-term investors may view lower stock prices as opportunity rather than alarm.
AI Disruption Fears Trigger Software Selloff as Fed Outlook Clouds 2026
Dave Mazza, CEO of Roundhill Investments, joins to break down the AI-driven selloff in software and financial stocks, the shifting macro backdrop after a strong jobs report, and how investors should position as rate cut expectations cool in 2026.
Bitcoin Slides 50 Percent as Macro Deleveraging Hits Digital Assets
Sam Callahan, director of Bitcoin strategy and research at OranjeBTC, joins Remy Blaire to break down Bitcoin’s sharp retracement, macro-driven deleveraging across asset classes, Latin America’s inflation backdrop, and the evolving institutional narrative around digital asset treasuries.
