Market Storylines: President Trump Visits China, Mega-Cap Strength + Rising Yields

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.

Episode 535: Markel Insurance CEO Simon Wilson on AI, Specialty Risk, and Scaling Expertise

Markel Insurance CEO Simon Wilson goes Inside the ICE House to discuss the company’s century-long evolution from insuring jitney buses to becoming a global specialty insurer. He explains Markel’s model and its long-term approach to underwriting, investing, and compounding value. Wilson outlines his vision to refocus the business on customer obsession, deep expertise, operational speed, and trust. He also shares how AI is transforming underwriting, operations, and the broader specialty insurance landscape.

Market Storylines: S&P 500 Streak, Tech Leads Gains + Ceasefire Headlines Drive Global Markets

Eric Criscuolo, NYSE Market Strategist, recaps a strong week as the S&P 500 extends its winning streak and climbs toward fresh record highs. Markets responded to a steady stream of conflicting Iran ceasefire headlines, ultimately pricing in progress toward a near-term resolution. Tech led the way, with semiconductors and AI-linked names driving outsized gains alongside strength in higher-risk sectors. Falling oil prices and lower yields supported equity performance, while Energy and Financials lagged amid shifting macro dynamics. Attention now turns to labor market data, upcoming earnings, and month-end flows as investors assess the durability of the rally.