Podcast Episodes
Back to SearchHow to Trade the Momentum Rollover 5/19/26
Scott Wapner and the Investment Committee debate how to trade the rollover in momentum as the semi surge runs into some resistance. Plus, the desk s…
4 months, 1 week ago
Managing a Portfolio as Rates Rise 5/18/26
Scott Wapner and the Investment Committee debate how to manage your portfolio amid a rising rate environment. Plus, the Committee share their latest …
4 months, 1 week ago
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 …
4 months, 2 weeks ago
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…
4 months, 2 weeks ago
Inflation & Iran vs. Earnings & AI: Your Next Move 5/13/26
Scott Wapner and the Investment Committee debate the state of the markets with inflation, Iran, earnings and AI all bearing down on stocks. Plus, we …
4 months, 2 weeks ago
The Tech Trade Pulls Back From Records: Your Next Move 5/12/26
Frank Holland and the Investment Committee debate how to trade tech stocks as the sector retreats from record highs. Plus, the desk share their lates…
4 months, 2 weeks ago
The Record-Setting Rally's Next Move 5/11/26
Leslie Picker and the Investment Committee debate where the market is headed after hitting record highs. Plus, the desk share their latest portfolio …
4 months, 2 weeks ago
State of the AI Trade 5/8/26
Scott Wapner and the Investment Committee discuss the state of the AI trade as the S&P runs towards another milestone level. The experts detail their…
4 months, 3 weeks ago
How Long can the AI Trade Carry Stocks? 5/7/26
Scott Wapner and the Investment Committee debate whether AI stocks can carry the market and how you should position yourself in this environment. Plu…
4 months, 3 weeks ago
Stocks Surge on Iran Deal Hopes: Your Next Move 5/6/26
Scott Wapner and the Investment Committee debate the surge in stocks as hopes for an Iran deal grows. They detail their next steps. Plus, the Committ…
4 months, 3 weeks ago