Épisodes

  • Nvidia Turns Negative: What it Means for the Market 11/20/25
    Nov 20 2025

    Frank Holland and the Investment Committee debate what to do now that Nvidia has turned negative, Bitcoin breaks below $90k, and the rest of the market continues to fall. Plus, Walmart leads the Dow today, the Committee discuss their retail strategy. And later, the desk shares their strategy about some of their stocks on the move today.

    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.

    Voir plus Voir moins
    44 min
  • Looking Ahead to Nvidia Earnings 11/19/25
    Nov 19 2025

    Scott Wapner and the Investment Committee debate what's riding on Nvidia earnings and what it will mean for the markets and your money. Plus, the desk shares 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.adswizz.com for information about our collection and use of personal data for advertising.

    Voir plus Voir moins
    47 min
  • Is a Bigger AI Correction Coming? 11/18/25
    Nov 18 2025

    Scott Wapner and the Investment Committee debate whether a bigger correction in the AI sector is coming as the selloff in tech continues. Plus, CNBC’s Mackenzie Sigalos joins us to discuss the latest news on Bitcoin triggering a death cross, the desk discusses how to trade the crypto space. And later, Josh Brown spotlights Health Care 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.

    Voir plus Voir moins
    47 min
  • The State of the AI Trade 11/17/25
    Nov 17 2025

    Scott Wapner and the Investment Committee debate the AI trade as hyperscaler spending surges in the sector. 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.adswizz.com for information about our collection and use of personal data for advertising.

    Voir plus Voir moins
    44 min
  • AI Anxiety and Cut Concerns Hit Stocks 11/14/25
    Nov 14 2025

    Scott Wapner and the investment Committee discuss the high anxiety in the markets as the AI trade extends its selloff. The experts detail their latest portfolio moves. The bitcoin breakdown continues. Calls of the Day include Disney, Progressive and Waste Management. Michael Santoli joins the desk with his Midday Word. The Setup is on the big retailers reporting earnings next week.


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

    Voir plus Voir moins
    44 min
  • Is a Greater Rotation Coming? 11/13/25
    Nov 13 2025

    Scott Wapner and the Investment Committee debate whether a greater rotation is coming and if a December rate cut is on the table. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Exxon 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.

    Voir plus Voir moins
    44 min
  • Navigating the "Everything Rally" 11/12/25
    Nov 12 2025

    Scott Wapner and the Investment Committee debate how to trade the "Everything Rally" as stocks rebound. Plus, we discuss the AI Spending Frenzy, whether it will it be a boom or a bust for the sector and how you should trade it. CNBC's Seema Mody joins us with the latest on hyperscaler outlook. And later, the desk share their latest portfolio moves.


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

    Voir plus Voir moins
    44 min
  • The Final Stretch Setup 11/11/25
    Nov 11 2025

    Scott Wapner and the Investment Committee debate how to trade the final stretch of the year as the market opens mixed today. Plus, Stephanie Link shares her latest portfolio moves in the consumer space. And later, Josh Brown spotlights Aerospace & Defense 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.

    Voir plus Voir moins
    44 min