May Markets in Focus: The Kevin Warsh Era Begins + The Market's AI Response

Episode 538: Link Logistics CEO Luke Petherbridge on Supply Chains, Speed and Last-Mile Demand

Link Logistics CEO Luke Petherbridge goes Inside the ICE House to discuss the resilience and evolution of industrial real estate in a rapidly changing economy. He highlights the rise of last-mile logistics and e-commerce demand as key drivers shaping the sector’s growth. Petherbridge explains how Link leverages scale, data, and customer service to support tenants ranging from global enterprises to small businesses. He also outlines how AI and technology are enhancing operations, insights, and tenant experiences across the portfolio.

Market Storylines: Crypto Weakness, AI Momentum + Iran Headlines Shift

Michael Reinking, NYSE Senior Market Strategist, recaps a dynamic week as tech strength and AI momentum continued to lead markets higher. Iran headlines remained volatile, with shifting ceasefire expectations driving swings in oil and Treasury yields. Economic data broadly surprised to the upside, though mixed labor signals kept attention on the upcoming jobs report. Crypto faced renewed pressure, with steep declines and ETF outflows contrasting sharply with strong equity performance. Focus now shifts to labor data, inflation, and evolving geopolitical risks as investors assess sustainability of the rally.

May 2026 Rewind: "Best of" Inside the ICE House

In May Inside the ICE House aired nine new episodes. Inside the ICE House x Las Vegas: Former Acting U.S. Secretary of Veterans Affairs Peter O'Rourke Inside the ICE House x Las Vegas: SHRM Chief Brand and Marketing Officer Tina Beaty Inside the ICE House x Las Vegas: Former NFL Executive & Founder of the 33rd Team Mike Tannenbaum Inside the ICE House x Las Vegas: C-Suite Network Co-Founder & Chairman Jeffrey Hayzlett Episode 530: Viking CEO Tor Hagen on Brand Clarity, Destination Travel and Defining Luxury Episode 531: AllianceBernstein's Noel Archard on ETF Growth, Marketing and Client Solutions Episode 532: TGR Haas F1 Team Principal ayao Komatsu on Toyota Partnership and F1 Growth Episode 533: Charles Schwab CEO Rick Wurster on The Power of Investing and Expanding Access Episode 534: Apex CEO Ian Cinnamon on the Space Race, Satellite Buses, and Orbital Platforms

Episode 537: Fundrise CEO Ben Miller on Democratizing Private Markets, AI, and VC Investing

Fundrise CEO Ben Miller goes Inside the ICE House to discuss democratizing access to private markets and venture capital. He explains how staying private longer has concentrated wealth and why opening these markets to everyday investors is critical. Miller outlines Fundrise’s push into venture through its Innovation Fund and its index-like approach to VC investing. He also explores how AI is reshaping investor education, decision-making, and the broader financial system.

Episode 536: Otter AI CEO Sam Liang on Connecting Conversations Into Enterprise Knowledge

Otter AI CEO Sam Liang goes Inside the ICE House to discuss the company’s evolution from an AI note taker into a conversational knowledge engine. He explains how capturing and connecting millions of meetings creates a system of record for conversational data across organizations. Liang outlines the shift from passive transcription to enabling real-time knowledge sharing and AI-driven workflows. He also highlights the power of longitudinal data to improve productivity and provide context for both humans and AI agents. Liang emphasizes enterprise adoption, trust and security, and Otter’s vision to scale globally as AI reshapes how work gets done.