Episodes

  • Can the Market Move Higher in May? 5/1/26
    May 1 2026

    Scott Wapner and the Investment Committee debate whether earnings can drive stocks higher and how you should position your portfolio. Plus, the Committee share their latest portfolio moves. And later, Kevin Simpson shares his Trade School on Intel which has surged in recent weeks. He tells you what to do with the stock now.

    Investment Committee Disclosures


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    43 mins
  • The Mega Cap Winners & Losers 4/30/26
    Apr 30 2026

    Scott Wapner and the Investment Committee debate how to trade the winners and losers out of the recent mega cap earnings reports. Meta falls after raising CapEx but Steve Weiss is buying more, he calls in with the details. Plus, Josh Brown spotlights two names in his "Best Stocks in the Market." And later, we hit the latest Calls of the Day.

    Investment Committee Disclosures


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    43 mins
  • A Make or Break Day for Stocks: The Committee's Top Strategies 4/29/26
    Apr 29 2026

    Scott Wapner and the Investment Committee discuss their top strategies with Fed Chair Powell's final Fed meeting and several mega cap earnings looming over the market. Plus, the desk share their latest portfolio moves. And later, the desk give you The Setup on stocks reporting earnings this week.

    Investment Committee Disclosures


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    44 mins
  • Reaction to OpenAI's Revenue Miss: How to Trade it 4/28/26
    Apr 28 2026

    Scott Wapner and the Investment Committee react to OpenAI's revenue miss and debate how you should navigate it. Plus, Josh Brown highlights semiconductors in his "Best Stocks in the Market." The Investment Committee debate the sector and what it means for the broader market. And later, the desk shares their latest portfolio moves.

    Investment Committee Disclosures


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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    44 mins
  • Trading Strategies for the Huge Week Ahead 4/27/26
    Apr 27 2026

    Frank Holland and the Investment Committee debate the huge week ahead for stocks with mega cap earnings, a rate decision and a possible Fed Chair confirmation looming over stocks. Plus, we are watching the Energy trade down big this month but still the best sector this year, the desk debate how to trade the space. And later, we hit the latest Calls of the Day.


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    44 mins
  • The DOJ Drops its Charges Against Fed Chair Jerome Powell 4/24/26
    Apr 24 2026

    Leslie Picker and the Investment Committee debate what the DOJ dropping charges against Jerome Powell means for the market and your money. CNBC’s Steve Liesman joins ‘Halftime Report’ to discuss the latest out of Washington. Plus, Intel surges after earning, it's our Chart of the Day, the Committee strategize on what to do with the stock from here. And later, the desk share their latest portfolio moves.

    Investment Committee Disclosures


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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    43 mins
  • Navigating the Bull Run in Semiconductors 4/23/26
    Apr 23 2026

    Leslie Picker and the Investment Committee debate what's powering the run in semiconductor stocks and how you should trade the space. Plus, The Committee share their latest portfolio moves. And later, Josh Brown spotlights Trane Technologies in his "Best Stocks in the Market."


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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    43 mins
  • Shifting Setups for Growth and Value 4/22/26
    Apr 22 2026

    Frank Holland and the Investment Committee debate what's powering the run in semis and how you should trade it. Plus, we hit the latest Calls of the Day. And later, the deck debates whether there's more equity upside abroad and how you should position your portfolio.

    Investment Committee Disclosures


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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    44 mins