Christine Short, head of research at Wall Street Horizon, joins Remy Blaire to break down the stronger-than-expected January jobs report, rising Treasury yields, and what the latest labor data means for Fed rate cut expectations and sector rotation.
Dow 50,000 Highlights Market Rotation as Investors Reassess Growth and Rates
Michael Reinking, senior market strategist at the New York Stock Exchange, joins Remy Blaire to discuss the Dow crossing 50,000, rotation beneath the surface, and what labor data and Fed expectations could mean for markets in 2026.
Market Breadth Expands as AI Volatility Sparks Sector Rotation
Montis Financial CIO Dennis Follmer joins Remy Blaire to discuss widening market breadth, sector rotation, and why recent AI volatility does not derail the broader equity outlook.
Bitcoin Rebounds After Selloff as Strive CEO Defends Long-Term Bull Case
Strive CEO Matt Cole joins Remy Blaire to discuss Bitcoin’s sharp selloff, the rebound off oversold levels, and why long-term fundamentals still support a bullish thesis despite extreme volatility.
Market Rotation Accelerates as Cyclicals Lead and Yield Curve Steepens
Chris Watling, CEO and chief market strategist at Longview Economics, joins Remy Blaire to discuss the sharp rotation away from mega-cap tech, signals from the bond market, and why cyclical sectors are leading as global growth accelerates.
On-Chain Yield Products Move Closer to Mainstream Fintech Adoption
Veda CEO Sun Raghupathi discusses how on-chain yield products are moving into mainstream finance as fintechs and institutions prepare to offer crypto-based savings and income solutions.
Flotek Bets on Energy Infrastructure and Data Analytics to Drive Growth
Flotek Industries CEO Ryan Ezell joins J.D. Durkin at the NYSE to discuss the company’s turnaround strategy, energy infrastructure demand, and how data analytics and chemistry are driving growth.
Retail Investor Sentiment Tested as Crypto Volatility, Earnings Take Focus
Katie Perry, chief marketing officer at Zerohash, joins J.D. Durkin to discuss retail investor sentiment near record market highs, Super Bowl advertising trends, and what upcoming earnings from crypto platforms could signal for digital asset adoption.
Volatility Rises as Earnings Strength Clashes With Sector Rotation
Eric Criscuolo, market strategist at the New York Stock Exchange, joins Remy Blaire to discuss post-earnings volatility, sector rotation, and cross-asset signals shaping markets after the Dow crossed 50,000.
Market Rotation Pressures Stocks as Technical Momentum Weakens
Katie Stockton, founder and managing partner at Fairlead Strategies, joins Remy Blaire to discuss market rotation, weakening momentum in U.S. equities, and key technical levels across stocks, gold, and bitcoin.
