Podcast Episodes
Back to SearchPositioning Your Portfolio for 2026 12/31/25
Frank Holland and the Investment Committee debate the key themes of 2026 and how to position your portfolio for the new year. Plus, the desk give you…
3 months, 2 weeks ago
The Key Themes for Stocks in 2026 12/30/25
Frank Holland and the Investment Committee debate the main themes to look out for in 2026. CNBC's Steve Liesman also joins us with what to expect fr…
3 months, 2 weeks ago
The Final Push for the Year 12/29/25
Frank Holland and the Investment Committee size up the path for stocks as we close out 2025. Plus, the desk shares their latest portfolio moves. And …
3 months, 2 weeks ago
Halftime Report: 12/26/25
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 Comm…
3 months, 2 weeks ago
Strong GDP and Stocks 12/23/25
Scott Wapner and the Investment Committee debate what effect a strong GDP will have on stocks and what it means for your money. Plus, we hit the late…
3 months, 3 weeks ago
The Key Questions for 2026 12/22/25
Scott Wapner and the Investment Committee debate the three key questions for stocks in 2026. Plus, the Committee shares their latest portfolio moves.…
3 months, 3 weeks ago
The Final Stretch of 2025 12/19/25
Scott Wapner and the Investment Committee debate the final stretch of 2025 and whether stocks can stage a rally into the new year. Uber and Lyft shar…
3 months, 3 weeks ago
Stocks Rally on CPI Print 12/18/25
Scott Wapner and the Investment Committee discuss the rally in stocks after a lighter than expected inflation print. The experts detail their latest …
3 months, 3 weeks ago
Stocks and AI Anxiety 12/17/25
Episode 7
Scott Wapner and the Investment Committee discuss the state of stocks as investors grapple with more AI anxiety. Rob Sechan details his latest portfo…
3 months, 4 weeks ago
The State of Stocks 12/16/25
Scott Wapner and the Investment Committee discuss the state of stocks as one firm says investors are more bullish than they've been in years. The exp…
3 months, 4 weeks ago