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.
Polygon Pushes Into Regulated Payments With Open Money Stack
Marc Boiron, CEO of Polygon Labs, joins Remy Blaire to discuss Polygon’s move into regulated U.S. payments and its strategy to bring stablecoins and fiat settlement on-chain.
Project Vault Targets Critical Minerals as US Seeks to Reduce China Dependence
Jeff Gitterman, managing director at Gitterman Asset Management, joins the show to discuss Project Vault and the U.S. push to secure critical minerals as Washington works with allies to reduce reliance on China.
