IN THE MEDIA

Street Signs: Markets and Macros

CEO of Surevest Private Wealth, Rob Luna, appears on CNBC Asia’s Street Signs to give his perspective on the infrastructure bill, tax increases on companies and the wealthy, upcoming Fed meetings, inflation concerns, the next big trade, top market risks and Google’s continued growth. Palo Alto Networks and CrowdStrike 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.