Scott Wapner and the Investment Committee are live from San Francisco to debate the surge in AI spending and how you should trade it. Plus, the desk share their latest portfolio moves. And later, we've got not one, but two legendary NFL Quarterbacks joining us: Four time Super Bo ...Show more
All Episodes
The AI Spend-A-Palooza 2/5/26
Scott Wapner and the Investment Committee are live from San Francisco to debate the surge in AI spending and how you should trade it. Plus, the desk share their latest portfolio moves. And later, we've got not one, but two legendary NFL Quarterbacks joining us: Four time Super Bo ...Show more
Navigating the Pullback in Software 2/4/26
Frank Holland and the Investment Committee debate the software volatility and how you should position your portfolio. Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.c ...Show more
Navigating the Tech Sell-Off 2/3/26
Scott Wapner and the Investment Committee debate the sell-off in tech and how you should navigate the volatility in the Mega-Cap names. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights three names in his "Best Stocks in the Market."Investment Co ...Show more
Navigating the Volatile Market 2/2/26
Scott Wapner and the Investment Committee debate the volatility in the market and how you should position your portfolio to navigate it. Plus, the desk share their latest portfolio moves, including a JOET rebalance. And later, we get to the Setup on some key Committee names repor ...Show more
The Committee Reacts to the Fed Chair Pick 1/30/26
Scott Wapner and the Investment Committee debate what the Kevin Warsh pick means for the market and your money. Plus, we hit the latest Calls of the Day. And later, the desk give you their Setup on next week's key earnings reports. Investment Committee Disclosures Hosted by Simpl ...Show more