Podcast Episodes

The Good, the Bad and the Ugly 10/26/23

Scott Wapner and the investment committee discuss the good, the bad and the ugly of this market. Halftime headliner, Altimeter Capital's Brad Gerstne…

2 years, 4 months ago

Markets & the Mega Caps 10/25/23

Scott Wapner is live from the Charles Schwab IMPACT conference in Philadelphia. Scott and the committee debate the markets and the mega caps, as Micr…

2 years, 4 months ago

The Rally in Stocks 10/24/23

Scott Wapner and the investment committee talk the rise in stocks after strong earnings reports. It’s a mega week for the mega caps with four of the …

2 years, 4 months ago

Earnings and Interest Rates 10/23/23

Scott Wapner and the investment committee discuss the biggest week of the year for stocks with mega cap tech stocks reporting and interest rates risi…

2 years, 4 months ago

Rising Rates & Falling Stocks 10/20/23

Scott Wapner and the investment committee discuss the run in rates and the fallout for stocks. Plus, a look ahead to mega cap earnings. The panel rev…

2 years, 4 months ago

Fed Chair Powell Speaks 10/19/23

Fed Chair Powell comments on the economy. Frank Holland and the investment committee along with CNBC senior economics reporter Steve Liesman react. 

I…

2 years, 4 months ago

The State of Stocks 10/18/23

Scott Wapner and the investment committee debate the true state of stocks with earnings, interest rates and the war in the Middle East impacting sent…

2 years, 4 months ago

Semi Smackdown 10/17/23

Courtney Reagan and the investment committee discuss the semis trade as the U.S. curbs the export of more AI chips to China. The chart of the day is …

2 years, 4 months ago

Delivering Alpha Investor Summit: Risk, Rewards, Returns 10/17/23

In this new world of more normalized returns and emerging, shifting risks, what will give investors the edge to outperform and deliver alpha? The 13t…

2 years, 4 months ago

Stocks Rally 10/16/23

Scott Wapner is live at the CAIS alternative investment summit in Beverly Hills, CA. The investment committee discuss how to position your portfolio …

2 years, 4 months ago