IN THE MEDIA

Fox Business: Reeling Retail

Rob Luna, Surevest Private Wealth CEO, sits down with Charles Payne to discuss sales data forecasts after the disappointing July Report as well as the general public spending and travel trends being seen in today’s market. Additionally, Rob talks about his Academy and his student’s overall experience and background with seasonal market volatility. HALO and SHW are names to watch.
Disclosure

 

 

more appearances

Putting Money to Work Right Now

09.02.26

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

08.12.26

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.