Regulatory clarity gains traction as the FDIC outlines its stance on institutional crypto adoption and stablecoin regulations.
Renato Mariotti, Partner at Paul Hastings, unpacks the latest guidance from federal regulators and what it means for banks and digital asset firms. He discusses how the FDIC’s clarification could open doors for institutional crypto activity while also signaling a more constructive approach to crypto adoption for institutions.
FDIC clarifies crypto engagement for banks
NVIDIA’s worst month since Sept. 2022 & future tech outlook
NVIDIA posts its worst monthly performance since September 2022, raising questions about the companies’ trajectory and future growth.
Melissa Otto, CFA and Head of Research at S&P Global Visible Alpha, breaks down the key factors behind the stock’s recent decline and what it signals for the broader tech sector. She discusses investor expectations, earnings sentiment, and the implications for AI-driven growth outlining potential catalysts and risks as the company moves into Q2. Otto talks plans for chips & GPU production schedules, the next round of earnings, and the advent of agentic AI increasing demand for chips.
Q1 crypto market overview and focus on regulatory framework
As Q1 wraps, the crypto market faces a pivotal moment marked by price action and regulatory momentum. Cleve Mesidor, Executive Director of The Blockchain Foundation, provides an overview of crypto market trends from the first quarter, highlighting major movements in digital assets and investor sentiment. She discusses the evolving regulatory landscape in the U.S. and abroad, with a focus on how new frameworks could shape the next phase of industry growth. Mesidor emphasizes upcoming senate hearings to fast track stablecoin and market structure regulations.
Tough quarter, Trump Texas, SpaceX breakthrough, Japan ESG
Coinbase and other crypto companies have the worst quarter in years.
Trump Media says it will list on NYSE Texas. SpaceX launches mission around earth’s poles and Japan’s pension fund offers new ESG backing. Jane King has the latest from the Nasdaq.
Climate risk puts pressure on fixed asset loans as markets slide
As markets react to escalating climate risks, fixed asset loans face growing scrutiny.
Jeff Gitterman, CEO of Gitterman Asset Management, discusses how climate-related hazards are increasingly impacting financial markets and the stability of fixed asset lending. He explains why investors and institutions are reevaluating risk models in light of environmental volatility and regulatory pressure.
Tariffs take effect: how 25% auto duty could reshape the market
Chris Versace, Chief Investment Officer at Tematica Research, weighs in on the market implications of a new 25% tariff on foreign-made cars taking effect this week. He outlines how the policy may impact the auto industry, consumer prices, and investor sentiment. Versace also breaks down potential winners and losers across related sectors, including domestic manufacturing and global supply chains.
Global economies prepare for U.S. tariffs
As tariff talk ramps up, investors are watching for shifts in supply chains, currency movement, and market volatility. Patrick L Young, Founder and Chairman of Exchange Invest, shares his perspective on how global markets are positioning themselves in response to the potential rollout of new U.S. tariffs. He analyzes the broader economic implications for international trade and outlines which regions and sectors may be most affected. Young also discusses how central banks and policymakers might respond to increased protectionism.
Futures pointing to lower open on final day of Q1
Peter Tuchman, Senior Floor Trader at TradeMas, joins to discuss market sentiment as futures point to a lower open on the final trading day of Q1. Tuchman breaks down the key drivers behind the early dip, including end-of-quarter positioning and investor caution ahead of upcoming economic data. Tuchman also celebrates his 40 year anniversary of working on the NYSE trading floor. Congrats Peter!
Microsoft passwords, Galaxy fined, EV batteries, Bitmex pardon
Microsoft announcing sweeping update on passwords. Galaxy digital fined, admits no wrongdoing. Researchers find a way to remove ‘forever chemicals’ from EV batteries and Trump pardons three BitMEX crypto exchange co-founders, and ex-employee. Jane King has the latest from the Nasdaq.
The Business of Sports with Rick Horrow
Tracy West, EVP PGA Tour Division, Tournament Director, joins Rick Horrow on this week’s episode of The Business of Sports.
Rick Horrow brings decades of expertise in sports business, infrastructure development, and public-private partnerships. As Chairman of Horrow Sports Ventures, he has structured over 100 deals valued at more than $20 billion, pioneering innovative funding strategies that have driven major sports, performing arts, and urban development projects. Known as “The Sports Professor,” Horrow has worked with major sports leagues, including the NFL, NHL, MLB, PGA Tour, NASCAR, and Major League Soccer, playing a key role in stadium and arena deals across the U.S. and internationally.
Horrow has built a distinguished media career as well, such as “The Icons with Rick Horrow” and “On The Record”. A Harvard Law graduate and industry thought leader, his expertise continues to shape the business of sports on a global scale. He has also authored four books, including When the Game Is on the Line: From the Man Who Brought the Heat to Miami and the Browns Back to Cleveland, an Inside Look at the High-Stakes World of Sports Deal-Making, The Sport Business Handbook: Insights from 100+ Leaders Who Shaped 50 Years of the Industry, and Beyond the Box Score: An Insider’s Guide to the $750 Billion Business of Sports. He has been identified as the Visiting Expert on Sports Law at the Harvard Law School, authoring the first sports law and analytical thesis at his alma mater. His expertise continues to shape the business of sports on a global scale.