Folgen

  • The Pivotal Week Ahead 1/23/26
    Jan 23 2026

    Scott Wapner and the Investment Committee debate the huge week ahead for the markets with Mega Cap Earnings reporting next week. Plus, the desk shares their latest portfolio moves. And later, we dive into Tesla Earnings next week, shareholder Bryn Talkington gives her take on the stock and how to trade it.

    Investment Committee Disclosures


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Mehr anzeigen Weniger anzeigen
    44 Min.
  • Trading the Rebound 1/22/26
    Jan 22 2026

    Scott Wapner and the Investment Committee debate how to trade the rebound in the markets after President Trump threatened tariffs on Tuesday. Plus, the Committee shares their latest portfolio moves. And later, Josh Brown spotlights a solar stock in his "Best Stocks in the Market."

    Investment Committee Disclosures


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Mehr anzeigen Weniger anzeigen
    47 Min.
  • The State of Stocks: Noise vs. Reality 1/21/26
    Jan 21 2026

    Scott Wapner and the Investment Committee debate how to navigate the market and trade around the noise. Plus, Ark Invest's Cathie Wood joins us with her 2026 Outlook. And later, the desk share their latest portfolio moves.

    Investment Committee Disclosures


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Mehr anzeigen Weniger anzeigen
    47 Min.
  • Buy the Volatility? 1/20/26
    Jan 20 2026

    Scott Wapner and the Investment Committee debate whether you should buy the volatility as President Trump's new threats of tariffs against Europe push stocks sharply lower. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Utilities in his "Best Stocks in the Market."

    Investment Committee Disclosures


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Mehr anzeigen Weniger anzeigen
    44 Min.
  • The Road Ahead for the Rally 1/16/26
    Jan 16 2026

    Frank Holland and the Investment Committee debate the road ahead for the rally and how to position your portfolio. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights CBRE Group in his "Best Stocks in the Market."

    Investment Committee Disclosures


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Mehr anzeigen Weniger anzeigen
    45 Min.
  • Resilience and Rotation 1/15/26
    Jan 15 2026

    Frank Holland and the Investment Committee discuss stocks trying to rebound after back-to-back down days. Plus, the desk share their latest portfolio moves. And later, Taiwan Semi's earnings report reveals a 35% jump in profit on the AI boom. CNBC’s Kristina Partsinevelos joins us to discuss the latest in the chip space. The Committee shares their semis strategy.

    Investment Committee Disclosures


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Mehr anzeigen Weniger anzeigen
    44 Min.
  • How to Trade the Market Volatility 1/14/26
    Jan 14 2026

    Frank Holland and the Investment Committee debate how to trade the increased volatility in the market. Plus, the desk shares their latest portfolio moves. And later, Oil rebounding over the past week amid rising tensions in Iran and Venezuela, it's our Chart of the Day.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Mehr anzeigen Weniger anzeigen
    44 Min.
  • The Return of Volatility? 1/13/26
    Jan 13 2026

    Scott Wapner and the Investment Committee debate whether we should expect more volatility in the market as stocks trade at record highs. Plus, the Committee shares their latest portfolio moves. And later, Josh Brown spotlights Materials in his "Best Stocks in the Market."

    Investment Committee Disclosures


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Mehr anzeigen Weniger anzeigen
    44 Min.