Trading the Stormy Stock Market 3/21/25

Trading the Stormy Stock Market 3/21/25

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Should You Buy the Tech Pullback? 5/15/26

Scott Wapner and the Investment Committee debate whether it's safe to buy the tech pullback. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswiz ...  Show more

Altimeter's Brad Gerstner on the Tech Takeoff 5/14/26

Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to discuss a multitude of topics ranging from the Cerebrus IPO, Nvidia and the future of AI. Plus, the desk share their latesr portfolio moves. Investment Committee Disclo ...  Show more

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Stocks Wrap Up Volatile Week… And Dissecting The Tech Wreck 3/7/25
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Stocks bouncing back Friday after a very volatile week. The S&P posting its worst week since September as a weak jobs report, Fed comments, and more tariff headlines rock markets. So will the volatility continue? And A take on Tech, as Meta erases nearly all of its record rall ...

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Waymo expands into Silicon Valley, Plus OpenAI’s AI agent toolkit 3/11/25
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Waymo is coming back to where it all began with a new expansion into Silicon Valley. We look at how the self-driving darling may be overlooked in Google’s valuation. Plus, we look at OpenAI’s new toolkit for developing AI agents. 


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Why Markets Should Be Paying More Attention to Jamie Dimon’s Warning, and Why One Top Investor Is Wary of Investing in China 1/17/24
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Stocks closed well off their lows of the day, but a stark warning from JPMorgan CEO Jamie Dimon may be reason for investors to pause. We dive into what he said, and why markets might be missing his message. Plus Chinese stocks are on pace for their worst start to the year sinc ...

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Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Tesla Inc.’s stock extended losses Monday, dropping below a price at which Commerce Secretary Howard Lutnick predicted they’d never fall to again.The shares plunged as much as 9.2% to $217.41 as of 9:41 a.m. in ...  Show more