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Latest Episodes:

Will September be Treacherous for Stocks? 9/1/22 Sep 01, 2022

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Stocks are sliding again today as September trading gets underway, Scott Wapner and the Investment Committee debate whether this month will be treacherous for stocks and how you should trade it. Plus, Cathie Wood’s Ark funds sees the biggest monthly outflow in nearly a year, the Committee weigh in on her picks. And later, NVIDIA shares are down 9% after the US announces new licensing rules against the company, what should you do with the stock from here, the Committee take their positions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What September Hold for Stocks 8/31/22 Aug 31, 2022

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Stocks on pace to end the month with losses. Scott Wapner and the Investment Committee debate what September will hold for stocks following a choppy August. Plus, oil on track for its worst month of the year – what is it signaling for the red-hot energy sector? And later, a bullish call on PayPal. The committee take their positions on the fintech space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Critical Level for Stocks 8/30/22 Aug 30, 2022

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Scott Wapner and the Investment Committee debate a critical level for stocks today, what should you do from here. Plus, Mohamed El-Erian was listening to the show and calls to discuss what the Fed will do next on inflations and rates. Also, the committee making major moves in this market. And later, CrowdStrike set to report earnings after the bell – Josh Brown tells you the one metric you should watch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Post Powell Playbook 8/29/22 Aug 29, 2022

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Jerome Powell’s speech still reverberating through the market, sending stocks lower. Scott Wapner and the Investment Committee debate the fate of the market and what you should do from here. Plus, Tech stocks coming off their worst week since June, why one committee member is planning to buy more Apple. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Post-Powell Playbook 8/26/22 Aug 26, 2022

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Now that Powell has made his remarks, and stocks take a tumble, Scott Wapner and the Investment Committee debate where stocks go from here once the dust settles. Plus, Tom Lee joins us to explain why he’s even more confident in his greater than 4800 year-end target for the S&P. And later, a Call of the Day on NVIDIA as tech investor Paul Meeks says to forget about the stock, even on the dip. The Committee take their positions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Summit: What’s at Stake for Stocks 8/25/22 Aug 25, 2022

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The Fed kicks off the big summit in Jackson Hole. Scott Wapner and the Investment Committee debate 50 vs. 75 when it comes to the next rate hike and what’s at stake for your portfolio. Plus, Salesforce dropping on the back of its earnings and outlook. One member of the committee is making a move on the stock – find out what they are doing. And later, Morgan Stanley unveils a list of stocks to own for the next 12 months, the Committee pick their favorites from the bunch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Positioning Ahead of the Fed 8/24/22 Aug 24, 2022

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Jackson Hole looming large and key tech earnings dropping soon. Mad Money’s Jim Cramer joins Scott Wapner and the Investment Committee to debate how you should position yourself from here. Plus, JP Morgan Chief Global Market Strategist Marko Kolanovic explains why he is not on board with the bears. And later, Salesforce and Snowflake earnings after the bell, the Committee take their positions in the cloud names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Uncertain Road for Stocks 8/23/22 Aug 23, 2022

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Scott Wapner and the Investment Committee discuss the uncertain road for the market and whether the summer sizzle for stocks is ending. Plus, legendary short seller Jim Chanos joins us to respond to Coinbase CEO Brian Armstrong on retail fees and the fate of the company. And later, Palo Alto Networks surges on an earnings beat, the Committee take their positions on the name. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rally Reality Check: Big Bounce Over? 8/22/22 Aug 22, 2022

Show notes

Scott Wapner and the Investment Committee debate if the Summer’s big bounce is over. Plus, NVIDIA reports earnings this Wednesday, the Committee weigh in on the name and the sector as the NASDAQ suffers heavy losses. And later, cloud earnings on deck, with Salesforce, Zoom, and Palo Alto all reporting, the Committee take their positions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rising Rate Fears & Tech 8/19/22 Aug 19, 2022

Show notes

Nasdaq and Tech leading stocks lower. Frank Holland and the Investment Committee discuss if the mega-cap trade can keep the recent rally going. Plus, the Committee is making a lot of moves in this market. Also, General Motors is bringing back it’s dividend, the Committee gives their favorite dividend stocks right now. And, we’ll get you ready for big earnings next week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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