IN THE MEDIA

Fox Business: Swing and a Miss

Robert Luna, CEO of Surevest Private Wealth, sits down with Fox Business’ Charles Payne to discuss the market’s response to September’s jobs report, wage inflation, and the upcoming earnings season. Blackstone Group (BX) and Carlyle Group (CG) are names to watch.
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Utilities, AI Stocks & Why Conviction Matters

Rob Luna joins Charles Payne on Fox Business’ Making Money to break down why utilities, the “slam dunk” data center power trade, have struggled, how rising 10-year yields are weighing on income-focused sectors, and what’s really happening beneath the surface of a market sitting near all-time highs.

Putting Money to Work Right Now

Valtrion CEO Rob Luna joins Charles Payne on Fox Business’ Making Money to break down where he’s putting money to work in a shaky market — and why small-cap AI names could be the next Microsoft or Google. Rob covers GitLab’s blowout earnings, an under-the-radar AI marketing play, Monday.com’s quiet turnaround story, and what he’s telling entrepreneur clients about navigating the Fed and inflation right now.

The AI Stock Picks Fueling the “Flatter Companies” Era

Valtrion CEO Rob Luna joins Charles Payne on Fox Business’s Making Money to break down his thesis on “flatter companies” – businesses cutting management layers and headcount while leaning harder into AI, automation, and fractional expertise.