Podcast Episodes

DEBATE: Is AI Artificially Inflated? 10/6/25

Scott Wapner and the Investment Committee debate whether AI companies are in a bubble and what it could mean for the broader markets. Plus, we hit the latest Calls of the Day. And later, the Healthca…

Published on 4 weeks ago

Is an AI Bubble Brewing? 10/3/25

Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and what it could mean for the market and your money. Plus, we hit the latest Calls of the Day. And later, Josh Brown …

Published on 1 month ago

The Record Rally's Road Ahead 10/2/25

Frank Holland and the Investment Committee debate whether the government shutdown will affect the market negatively and how you should navigate it.  Plus, the desk debated the hottest sector this wee…

Published on 1 month ago

Best Q4 Strategies 10/01/25

Scott Wapner and the Investment Committee debate the best strategies for Q4 as we head into the final stretch of the year. Plus, Jim Cramer joins the desk to discuss his new book, the market and the …

Published on 1 month ago

Your Q4 Playbook 9/30/25

Scott Wapner and the Investment Committee debate the best September since 2013 and Nvidia hitting a record $4.5 trillion market cap. Plus, the desk share their latest portfolio moves. And later, we h…

Published on 1 month ago

Year-End Rally or a Reversal Ahead? 9/29/25

Scott Wapner and the Investment Committee debate Goldman’s upgrade of global equities and what it means for a year-end rally. Plus, the desk share their latest portfolio moves. And later, we hit the …

Published on 1 month ago

The Committee Reacts to the New Tariffs 9/26/25

Dom Chu and the Investment Committee debate the new tariffs Trump announced today.  What will the tariffs mean for the market and your money. Plus, BMO’s Brian Belski joins us with a target raise on …

Published on 1 month, 1 week ago

The State of the AI Trade 9/25/25

Scott Wapner and the Investment Committee debate the state of the AI trade with many of the biggest names down again today. Plus, the desk shares their latest portfolio moves. And later, the Committe…

Published on 1 month, 1 week ago

Halftime Report 9/24/25

Listen to the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day.

Investment Committee Disclosures

Hosted by Simplecast, an AdsWizz…

Published on 1 month, 1 week ago

The Fate of the Record Rally 9/23/25

Frank Holland and the Investment Committee debate the fate of the record rally with the S&P, Dow and Russell 2000 all at record highs. Plus, Josh Brown explains why he’s spotlighting energy names in …

Published on 1 month, 1 week ago