Podcast Episodes
Back to SearchThe Setup for Stocks into Year-End 11/26/25
Frank Holland and the Investment Committee debate the setup for stocks into year-end as we head into the Thanksgiving holiday. Plus, CNBC’s Courtney …
7 months, 1 week ago
Alphabet's Climb to a $4 Trillion Market Cap 11/25/25
Scott Wapner and the Investment Committee discuss the resurgence in tech and Alphabet's climb to a $4 Trillion market cap. Plus, the Committee shares…
7 months, 2 weeks ago
The Tech Rebound and Market Rally 11/24/25
Scott Wapner and the Investment Committee debate how to trade the rebound in tech stocks and what it means for the market. Plus, the desk share their…
7 months, 2 weeks ago
PLAYING THE POP 11/21/25
The Halftime Investment Committee breaks down their best strategies as stocks push higher. Plus, new trades from Bill Baruch and Kevin Simpson. And J…
7 months, 2 weeks ago
Nvidia Turns Negative: What it Means for the Market 11/20/25
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 mark…
7 months, 2 weeks ago
Looking Ahead to Nvidia Earnings 11/19/25
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 des…
7 months, 2 weeks ago
Is a Bigger AI Correction Coming? 11/18/25
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’…
7 months, 3 weeks ago
The State of the AI Trade 11/17/25
Scott Wapner and the Investment Committee debate the AI trade as hyperscaler spending surges in the sector. Plus, the desk share their latest portfol…
7 months, 3 weeks ago
AI Anxiety and Cut Concerns Hit Stocks 11/14/25
Scott Wapner and the investment Committee discuss the high anxiety in the markets as the AI trade extends its selloff. The experts detail their lates…
7 months, 3 weeks ago
Is a Greater Rotation Coming? 11/13/25
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…
7 months, 3 weeks ago