GXO is marking its five-year anniversary as a public company by shifting from an M&A-driven playbook to a focus on organic growth. CEO Patrick Kelleher goes Inside the ICE House to discuss how AI and humanoid robotics are transforming warehouse operations and worker productivity. He shares how GXO is winning new business in aerospace, defense, and data centers by leaning into specialized industry expertise. Kelleher also makes the case for specialization over end-to-end diversification as supply chains grow more complex.

Stifel CEO Ron Kruszewski joins Inside the ICE House to mark 30 years leading the 136-year-old firm and reflect on navigating constant change. He explains why he sees AI as a powerful accelerator rather than a replacement for human judgment, and why he's betting Stifel's business on the enduring value of human relationships. Kruszewski warns against chasing trends like tokenization without heeding the lessons of financial history, favoring a strategy of compounding capabilities over decades. He closes with his outlook on where AI and financial services are headed together.

Phil Rosen joins Inside The ICE House to unpack Bitcoin's 30% surge, tying most of the gain to the Treasury's buyback announcement and noting the pullback after Jackson Hole. He stays structurally bullish on Bitcoin, pointing to currency debasement as the real long-term driver regardless of Fed noise. On small caps, he flags the Russell 2000's 25% rally as less impressive against a flat five-year stretch and favors rotating into large caps here. Rosen doubts Warsh will hike in September despite market odds suggesting otherwise, arguing the AI CapEx cycle matters more than a quarter-point move. He closes by noting a surprise hike would sting near-term, but strong earnings give the market room to absorb it.

Adam Yofan, a wealth advisor and consultant with Focus Partners, joins Bilal Little on ETF Central to discuss how wealthy families approach investment and estate planning. Yofan shares his path from CPA to Smith Barney broker to building a planning-focused practice now part of Focus Partners, where he coaches roughly 800 advisors full-time. He argues that an advisor's real value lies not in the plan itself, which AI can now approximate, but in the trust and emotional intelligence needed to ask clients hard questions about family, legacy, and desired outcomes. He also touches on shifts toward tax-aware SMAs and ETFs, AI's growing role in advisor workflows, and offers candid thoughts on estate planning basics and his own legacy.

Brixmor is redefining what open-air retail can be, with CEO Brian Finnegan leading a portfolio of 350 shopping centers that drew 900 million visits over the past year. Finnegan goes Inside the ICE House to discuss how Brixmor curates a merchandising mix of grocers, off-price retailers, and local favorites that turn shopping centers into true community hubs. He explores why physical retail continues to thrive despite historic headwinds, from record-low new supply to retailers making stores the center of their omnichannel strategy.

Jim Filter is only the fifth CEO in Schneider National's 90-plus-year history, stepping into the role as regulatory changes reshape trucking and logistics capacity. He goes Inside the ICE House to unpack how Schneider is using AI, autonomous vehicles, and a rebalanced fleet strategy to stay ahead of the shift. Filter discusses growth opportunities in Mexico, a disciplined approach to M&A, and why telling a cyclical dip from a real trend is core to long-term decision-making.

With markets noisier and more uncertain than ever, Dimensional Fund Advisors founder David Booth goes Inside the ICE House to make the case that staying calm is not just good advice — it's backed by a century of data. He discusses his new book, Stay Calm, and why the same principles that help people navigate life's uncertainties are the ones that lead to long-term investing success. Booth challenges the allure of market timing and prediction, arguing instead for planning, patience, and trusting in human ingenuity as the engine behind decades of 10% annual stock returns. He also reflects on Dimensional's milestone crossing of $1 trillion in assets under management and why personalization may be the next major wave in investing.

Inceptive CEO Jakob Uszkoreit goes Inside the ICE House to challenge the foundational assumptions of modern drug discovery, arguing that AI will enable medicines that work with the body's natural complexity rather than against it. He discusses Inceptive's partnership with Alnylam Pharmaceuticals and why their RNA interference platform and rich data history make them a uniquely powerful AI collaborator. Uszkoreit explains why partnerships are essential for a small company with broadly applicable technology, and why the long-term prize is therapies that are gentler, earlier, and truly personalized.

Formation Bio is rewriting the rules of drug development at a time when AI is accelerating drug discovery far faster than the industry can bring new therapies to patients. CEO Ben Liu goes Inside the ICE House to explain why the real bottleneck in pharma isn't finding promising drug candidates, it's developing them efficiently and at scale. He unpacks Formation Bio's AI-native model, which acquires already-discovered drugs and deploys proprietary tools to optimize trial design, predict clinical outcomes, and identify overlooked disease indications.

Clark Allen, Head of Product at Horizon Investments, joins Bilal Little on ETF Central to discuss the firm's rapid growth to more than $4 billion in ETF assets and its advisor-first approach to product development. Allen shares his journey from CPA and quantitative researcher to leading Horizon's expanding ETF platform, highlighting the firm's use of systematic, options-based strategies to help advisors manage risk and client expectations. He also discusses recent acquisitions in equity and fixed income, the evolving role of financial advisors, and his outlook for continued innovation across the ETF industry.

Third Coast Bancshares Founder and CEO Bart Caraway joins Inside the ICE House to discuss building a Texas-based community bank from a vision into a publicly traded company now listed on the New York Stock Exchange. He reflects on launching the bank in 2008 at the onset of the Great Recession and how a commitment to servant leadership and community impact has driven the bank's growth. He also highlights the bank's dual listing on NYSE Texas, sharing his enthusiasm for the listing and the exchange as a symbol of the state's expanding economic influence and entrepreneurial spirit.