Episodios

  • The Rotation Conversation 7/12/24
    Jul 12 2024

    Scott Wapner and the Investment Committee debate whether the rotation is real as stocks push higher today. Plus, the desk detail their latest portfolio moves. And later, Bill Baruch joins the Committee with his Options trade on Intel in what we’re calling “Your Best Option.”

    Investment Committee Disclosures

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    44 m
  • Small Caps Surge 7/11/24
    Jul 11 2024

    Scott Wapner and the Investment Committee discuss the Russell 2000 with small caps staging the sharpest rally of the year right now. Plus, Tesla down sharply after postponing a robotaxi announcement, shareholdrs Bryn Talkington and Bill Baruch detail their strategy in the stock. And later, the desk reveal their latest portfolio moves.

    Investment Committee Disclosures

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    44 m
  • The Record Run Continues 7/10/24
    Jul 10 2024

    Scott Wapner and the Investment Committee debate the record run for the market as stocks hit new highs again. Plus, we’re continuing to monitor Fed Chair Powell’s testimony at the House Financial Services Committee. And later, the Committee discuss the latest Calls of the Day.

    Investment Committee Disclosures

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    58 m
  • The Playbook after Powell’s Testimony 7/9/24
    Jul 9 2024

    Scott Wapner and the Investment Committee discuss their strategy following Powell’s testimony at the Senate Banking Committee this morning. Plus, the desk discusses the latest Calls of the Day on Netflix, American Express, Devon Energy and more. And later, the Committee talk about some stocks that are hitting new 52-week highs.

    Investment Committee Disclosures

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    48 m
  • The Continued Stock Surge 7/8/24
    Jul 8 2024

    Scott Wapner and the Investment Committee discuss the continued stock surge as the S&P and NASDAQ hit more new highs. Plus, the desk discusses the latest Calls of the Day on Union Pacific, JPMorgan, ServiceNow and more. And later, Corning leads the S&P today, it’s our Chart of the Day. Shareholder Josh Brown calls in with his strategy on the stock from here.

    Investment Committee Disclosures

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    44 m
  • Stocks Hit New Highs after Jobs Report 7/5/24
    Jul 5 2024

    Scott Wapner and the Investment Committee debate stocks at record highs led once again by several mega cap tech names. Plus, Jenny Harrington and Bill Baruch making some moves in their portfolios, they share all the details. And later, charged for checking? The Committee discuss how charging banking customers for checking accounts will affect the banks.

    Investment Committee Disclosures

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    44 m
  • The Second Half Strategy 7/3/24
    Jul 3 2024

    Scott Wapner and the Investment Committee discuss the second half strategy on this holiday shortened trading day. Plus, we cover some Calls of the Day on Adobe, Oracle, Union Pacific and more. And later, Jim Lebenthal weighs in the reported merger between Paramount and Skydance.

    Investment Committee Disclosures

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    44 m
  • The State of Stocks in Q3 7/2/24
    Jul 2 2024

    Frank Holland and the Investment Committee debate the state of stocks as the third quarter kicks into gear. Plus, we’ve got some Calls of the Day on Uber, SLB, RTX and more. And later, the committee discuss the housing sector as some names in the sector catch a downgrade.

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    44 m