Episodes

  • Live from the CAIS Alternatives Conference in Beverly Hills 10/14/25
    Oct 14 2025

    Scott Wapner and the Investment Committee are live from the CAIS Alternatives Conference in Beverly Hills to discuss the market, alt investments and more. Plus, Franklin Templeton CEO Jenny Johnson and Oak Hill Advisors CEO Glenn August joins us live with their take.


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    55 mins
  • Return of the Tariff Threat? 10/13/25
    Oct 13 2025

    Frank Holland and the Investment Committee debate the market swings over the last few days and how you should navigate the uncertainty. Plus we hit the latest Calls of the Day. And later, the desk share their latest portfolio moves.

    Investment Committee Disclosures


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    47 mins
  • New China Tensions Dragging Stocks Lower 10/10/25
    Oct 10 2025

    Scott Wapner and the Investment Committee discuss the new tensions between the U.S. and China as President Trump threatens "Massive" retaliatory tariffs against Beijing. Plus, the Committee share their latest portfolio moves. And later, CNBC's Leslie Picker joins us with the latest on the First Brands bankruptcy and what it means for the future of private credit and the markets.

    Investment Committee Disclosures


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    1 hr and 1 min
  • AI Buildout vs. Dotcom Bubble 10/9/25
    Oct 9 2025

    Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and how to navigate it. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Netflix in his "Best Stocks in the Market."

    Investment Committee Disclosures


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    44 mins
  • AI Deals Lift Stocks 10/8/25
    Oct 8 2025

    Scott Wapner and the Investment Committee debate the breakout in tech and how you should trade it now. Plus, Joby sinks after the company said that it’s offering shares with an aggregate price of $500 million, it's our Chart of the Day. And later, the Committee shares their latest portfolio moves.

    Investment Committee Disclosures


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    44 mins
  • Is an “Everything Rally” Coming? 10/7/25
    Oct 7 2025

    Scott Wapner and the Investment Committee debate whether the so-called “everything rally” is still in the cards for the markets and what it could mean for your money. Plus, CNBC’s Kristina Partsinevelos joins us with the latest on a report that Oracle is struggling to make money renting out Nvidia Chips. And later, the Committee share their latest portfolio moves.

    Investment Committee Disclosures


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    44 mins
  • DEBATE: Is AI Artificially Inflated? 10/6/25
    Oct 6 2025

    Scott Wapner and the Investment Committee debate whether AI companies are in a bubble and what it could mean for the broader markets. Plus, we hit the latest Calls of the Day. And later, the Healthcare Sector is breaking out, the Committee discuss how to trade it.

    Investment Committee Disclosures


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    44 mins
  • Is an AI Bubble Brewing? 10/3/25
    Oct 3 2025

    Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and what it could mean for the market and your money. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Veeva Systems in his “Best Stocks in the Market”

    Investment Committee Disclosures


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    44 mins