Jay Woods, Chief Market Strategist at Freedom Capital Markets, joins to break down a volatile trading session marked by sharp sector rotation and shifting investor sentiment. Despite strong earnings from Nvidia, momentum faded as traders rotated into beaten-down software names like Salesforce, Snowflake, and Workday, while mega caps such as Microsoftand Meta also caught bids. Woods explains how this rotation is shaping index performance, with the S&P 500 hovering near key technical levels while the Russell 2000 continues to climb. He also highlights key levels to watch, including resistance near 7000 and support around the 100-day moving average, and discusses whether consolidation in big tech could persist ahead of earnings from Broadcom. Beyond tech, Woods points to strength in healthcare via the XLV ETF, with names such as UnitedHealth, Humana, Johnson & Johnson, Amgen, Pfizer, and Bristol-Myers Squibb showing renewed momentum. He also previews upcoming catalysts like CrowdStrike earnings and potential policy signals from the Federal Reserve, noting that while markets may tread water short term, sector rotation suggests underlying resilience rather than weakness.
Bitcoin in 2026: Institutional Adoption and the Future of Digital Assets
Chris Kline, co-founder and COO of BitcoinIRA, joins Remy Blaire to delve into the current state of Bitcoin and the broader cryptocurrency market as we navigate through 2026, a year marked by volatility and uncertainty.
Chris shares his insights on the cyclical nature of crypto, emphasizing that while Bitcoin may seem to be facing challenges, those familiar with the space understand that these fluctuations are part of the journey. We discuss the significance of the upcoming halving event and how it ties into the four-year cycle that many in the crypto community believe in.
A key point of the conversation was the growing institutional adoption of Bitcoin and other cryptocurrencies. Unlike previous cycles, this time institutions are not selling off; instead, they are seizing the opportunity to accumulate more assets at lower prices. Chris likens this moment to a “Macy’s red tag sale,” suggesting that savvy investors are taking advantage of the current market conditions.
We also touch on the regulatory landscape, with Chris expressing optimism about the potential passage of the Clarity Act, which could bring much-needed clarity and structure to the crypto market. He believes that once regulations are in place, a significant influx of capital could enter the space.
Furthermore, we explore the future of cryptocurrency beyond Bitcoin, discussing the utility of various tokens and the potential for tokenization to revolutionize asset ownership and liquidity. Chris highlights the importance of educating retail investors about the fractional nature of cryptocurrencies, making it clear that they don’t need to buy a whole Bitcoin to participate in the market.
As we wrap up, Chris emphasizes the transformative potential of tokenization and its implications for various asset classes, including real estate and private equity. With the NYSE also venturing into this space, it’s clear that the intersection of crypto and traditional finance is rapidly evolving.
Bitcoin’s Rollercoaster: Analyzing Recent Price Movements and Market Dynamics
Federico Brokate, Global Head of Business Development at 21Shares joins Remy Blaire, to discuss the recent price fluctuations of Bitcoin, which is currently holding below the $68,000 mark after a significant sell-off earlier this month.
Federico shares insights on the factors driving Bitcoin’s volatility, including the behavior of long-term investors, market liquidations, and macroeconomic sentiments affecting tech stocks. He emphasizes the importance of understanding these dynamics for both retail and institutional investors.
The conversation also touches on the growing institutional adoption of cryptocurrencies, with over $2 billion in inflows into Bitcoin ETFs recently, and the changing market structure since last October. Federico explains how the landscape is evolving, with more professional investors entering the space and a robust capital markets infrastructure developing around crypto assets.
Additionally, we explore the impact of artificial intelligence on the tech sector and its implications for cryptocurrencies. Federico highlights 21Shares’ recent product launches, including new crypto ETFs, and discusses the supportive regulatory environment emerging from Washington.
Navigating the K-Shaped Economy: Insights from James Knightley
James Knightley, Chief International Economist at ING joins Remy Blaire to delve into the current state of the U.S. economy as we approach the final month of Q1.
We discuss the overall health of the economy, noting that while growth has been solid—over 2% for six consecutive years—there are areas of concern. Unemployment remains low, but the growth is not broad-based, with significant disparities between technology-led sectors and others. James highlights the potential vulnerabilities, particularly the reliance on high-income consumers and the tech sector, which could pose risks if there were a market correction.
We also explore the K-shaped economy, where high-income households are thriving while middle and lower-income households face financial pressures. This divide extends to job growth, which has been concentrated in just a few sectors, leaving others behind.
As we look ahead, we discuss the Federal Reserve’s cautious approach to monetary policy, with expectations for further rate cuts. James shares his perspective on the U.S. dollar, suggesting a gradual softening as interest rates in the U.S. may decline further compared to Europe.
Finally, we reflect on the recent State of the Union address, emphasizing the need for more policy action to support a broader economic recovery. With tax refund season approaching, there is potential for increased consumer spending, which could bolster growth.
Nvidia’s Earnings: What It Means for the AI Market and Investors
Matt Orton, Chief Market Strategist at Raymond James Investment Management joins Remy Blaire to discuss Nvidia’s impressive earnings report, which showcased a staggering 94% jump in profit, solidifying its position as a heavyweight in the stock market with a valuation around $5 trillion. Despite this strong performance, the company’s stock saw a nearly 2% pullback.
Matt shares his insights on the current market dynamics, highlighting a “Goldilocks macro backdrop” characterized by robust GDP growth and stable inflation. He emphasizes that while Nvidia’s results were exceptional, the market’s reaction reflects investor uncertainty about the future of AI investments. He believes that as Nvidia’s valuation becomes more attractive, it will draw attention from long-term investors.
We also explore the broader economic landscape, with Matt noting that earnings growth is accelerating across technology, industrials, and materials. He encourages investors to be opportunistic, waiting for market dips to make strategic investments in high-quality stocks.
As we discuss sector performance, Matt points out the resilience of small-cap equities and the potential in traditional sectors like financials and industrials. He expresses optimism about emerging markets, suggesting that we may be at the beginning of a secular bull market in that space.
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
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
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
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
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.