Podcast Episodes
Back to SearchRethinking the AI Trade 9/5/25
Frank Holland and the Investment Committee debate the AI trade after another big pullback in shares of Nvidia. Plus, Broadcom soars to new highs afte…
7 months, 1 week ago
AI Trade Intact? 9/4/25
Scott Wapner and the Investment Committee debate the state of the AI trade. The experts detail their latest portfolio moves. Calls of the Day include…
7 months, 1 week ago
Alphabet’s Mega Move 9/3/25
Scott Wapner and the Investment Committee debate the stunning google move and how you should trade it now. Plus, we discuss the latest Calls of the D…
7 months, 1 week ago
Trading the Weak September Start 9/2/25
Scott Wapner and the Investment Committee debate the markets with stocks under pressure, global bond yields rallying and the future of the trump tari…
7 months, 1 week ago
Your September Strategy 8/29/25
Scott Wapner and the Investment Committee debate whether a September stumble is coming. Plus, we discuss whether the tide is turning for software sto…
7 months, 2 weeks ago
Reacting to Nvidia’s Earnings: Brad Gerstner Joins Us Live 8/28/25
Scott Wapner and the Investment Committee debate the best strategy right now with Nvidia earnings in the rea-view mirror and stocks at record highs. …
7 months, 2 weeks ago
Can Nvidia Earnings Match the Hype 8/27/25
Scott Wapner and the Investment Committee countdown to Nvidia’s earnings report tonight and what it could mean for the broader market. Plus, Financia…
7 months, 2 weeks ago
The Road Ahead for Stocks 8/26/25
Scott Wapner and the Investment Committee debate the markets, the future of the Fed, and some new reporting on Apple’s AI ambitions. The experts reac…
7 months, 2 weeks ago
The Best Plays Post-Powell 8/25/25
Scott Wapner and the Investment Committee debate the fate of the market rally and the top stock plays following Jerome Powell’s pivot in Jackson Hole…
7 months, 3 weeks ago
The Post-Powell Playbook 8/22/25
Frank Holland and the Investment Committee debate the Post-Powell Playbook following Jerome Powell’s highly anticipated speech in Jackson Hole. Plus,…
7 months, 3 weeks ago