Podcast Episodes
Back to SearchPositioning Ahead of the Fed 11/2/22
The Fed getting ready to raises rates again. Scott Wapner and the Investment Committee debate how to position your portfolio from here and whether a …
3 years, 5 months ago
Keep Riding this Rally? 11/1/22
A new trading month gets underway. Dom Chu and the Investment Committee debate if investors should keep riding the rally after October’s big gains. P…
3 years, 5 months ago
Positioning into Rates Hikes & Biggest Earnings Week 10/31/22
The Dow on pace for its best month since the 1970’s, Frank Holland and the Investment Committee discuss the best way to position your portfolio ahead…
3 years, 5 months ago
Time to Rotate Out of Tech? 10/28/22
Scott Wapner and the Investment Committee discuss if Apple is “The Last FANG Standing.” And whether it’s time to rotate out of tech to value. Plus, C…
3 years, 5 months ago
Can Apple and Amazon Save Big Tech? 10/27/22
Meta is the most recent mega cap stock to participate in the big tech meltdown, Scott Wapner and the Investment Committee debate whether Apple and Am…
3 years, 5 months ago
Can Stocks Rally without Tech? 10/26/22
Alphabet and Microsoft disappoint, but markets move higher. Frank Holland and the Investment Committee debate what their results mean for Meta after …
3 years, 5 months ago
The Moment of Truth for Tech Stocks 10/25/22
Scott Wapner and the Investment Committee debate the latest call from star analyst Dan Ives, calling today’s earnings the moment of truth for tech st…
3 years, 5 months ago
The Market’s Moment of Truth 10/24/22
Scott Wapner and the Investment Committee discuss this huge week of earnings and what it means for stocks. Plus, Brad Gerstner of Altimeter Capital …
3 years, 5 months ago
Earnings, Rates & Stocks 10/21/22
A big rally on the street. Scott Wapner and the Investment Committee debate the next move for stocks after yields hit new highs. Plus, bracing for me…
3 years, 5 months ago
Can Good Earnings Overcome Rising Rates? 10/20/22
Scott Wapner and the Investment Committee debate whether some good earnings reports can keep the rally going in spite of higher interest rates. Plus…
3 years, 5 months ago