Market Storylines: Tech Rotation, Iran Volatility + Small Cap Strength

Episode 539: Flutter CEO Peter Jackson on World Cup Betting, Global Impact, and U.S. Growth

Flutter CEO Peter Jackson goes Inside the ICE House to discuss the massive global opportunity around the World Cup and its impact on sports betting. He highlights the scale of the tournament, with billions of viewers and expectations for record handle driven by a fully regulated U.S. market. Jackson explains how Flutter is leveraging its global brands, technology infrastructure, and innovative features to enhance fan engagement. He also outlines how the company is preparing for unprecedented betting volume while maintaining a strong focus on customer protection and integrity.

Market Storylines: Tech Rotation, Iran Volatility + Small Cap Strength

Eric Criscuolo, NYSE Market Strategist, breaks down a choppy week as the S&P 500 slips modestly while underlying market breadth remains firm. Ongoing Iran headlines continued to drive intraday volatility, though reactions appeared more muted as investors priced in a path toward de-escalation. Tech came under pressure, with notable weakness across semis, software, and mega-caps fueling a broader rotation into Financials, Healthcare, and small caps. Economic data, including a closely watched CPI report, kept yields elevated and added to the shifting sector dynamics. Focus now shifts to the Fed’s upcoming meeting, key economic releases, and continued positioning ahead of major IPO activity.

ETF Central: Milliman Principal & Managing Director Adam Schenck

Adam Schenck, Principal and Managing Director at Milliman, joins Bilal Little on ETF Central to discuss how the firm is applying its actuarial expertise to tackle rising healthcare costs through new ETF offerings. Schenck explains how Milliman’s Healthcare Inflation Guard and Healthcare Inflation Plus ETFs are designed to track or exceed healthcare inflation using data-driven, multi-asset strategies. He highlights how the firm’s deep experience in health analytics and risk management informs portfolio construction and ongoing adjustments.

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.