Podcasts about investment committee

Frank Holland and the Investment Committee debate what to do now that Nvidia has turned negative, Bitcoin breaks below $90k, and the rest of the market continues to fall. Plus, Walmart leads the Dow today, the Committee discuss their retail strategy. And later, the desk shares their strategy about some of their stocks on the move today. 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.

Scott Wapner and the Investment Committee debate what's riding on Nvidia earnings and what it will mean for the markets and your money. Plus, the desk shares their latest portfolio moves. And later, we hit the latest Calls of the Day. 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.

Joining us today is Leena Bhutta, the Chief Investment Officer of the Doris Duke Foundation. Leena leads an internal investment team responsible for managing the foundation's endowment which fully supports the foundation's operating budget – enabling a more creative, equitable and sustainable future.     Leena began her career in technology investment banking at Goldman Sachs before transitioning to global equity research at Joho Capital, a multi-billion-dollar, global hedge fund. Following several years as a direct investor, she shifted her focus to mission-driven capital, establishing the investment program for the Hollyhock Foundation—a private foundation created by the founders of Joho Capital.    Leena holds a Bachelor of Arts degree from Wellesley College and an MBA from the Stanford Graduate School of Business. Leena also serves on the Board of Directors of TIFF Investment Management and is a member of the Investment Committee for the Robertson Foundation.   Leena's journey is truly inspiring, and I am excited to share our conversation with you. 

Scott Wapner and the Investment Committee debate whether a bigger correction in the AI sector is coming as the selloff in tech continues. Plus, CNBC's Mackenzie Sigalos joins us to discuss the latest news on Bitcoin triggering a death cross, the desk discusses how to trade the crypto space.  And later, Josh Brown spotlights Health Care in his "Best Stocks in the Market." 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.

Scott Wapner and the Investment Committee debate the AI trade as hyperscaler spending surges in the sector. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. 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.

Episode Overview What does it mean to redefine wealth — not as accumulation, but as enoughness? And what happens when you build a life and a career around community, purpose and shared humanity instead of individual achievement? In this profound and compelling conversation, I speak with Sandy Blackburn, one of Australia's leading voices in social impact and the founder of Social Outcomes and Impact Culture Australia. Sandy spent 15 years living and working in South Africa during the final years of apartheid and the emergence of democracy — years that shaped her identity, worldview and lifelong commitment to social change. She shares the lessons those years taught her about community, belonging, and Ubuntu — the African philosophy meaning “I am because we are.” We explore what Western cultures have lost in their worship of individualism, how business can rediscover its collective heartbeat, and why “enough” might be the most radical idea in the purpose economy. Sandy also takes us inside her new venture, Impact Culture Australia, and the next frontier for purpose-driven organisations: embedding impact deeply into their culture, systems and ways of working. This is a rich, layered, deeply human conversation about what really matters in business — and in life. In This Episode We Explore Sandy's perspective on whether there is a role for love in business Her extraordinary journey living in South Africa during the last violent years of apartheid How Ubuntu reshaped her understanding of identity and connection What Western cultures lose when individualism is elevated above community The deep lessons she learned about privilege, belonging and bearing witness How South Africa taught her the real meaning of “enough” Why so many corporate leaders privately feel unfulfilled The “golden hour” of township life — and what it reveals about authenticity and humanity The origins of Social Outcomes and the creation of Impact Culture Australia Why impact measurement is no longer enough — and why culture is the next frontier How flexible, trust-based business models can create richer lives What Sandy hopes the sector will look like in the next three years About Sandy Blackburn Sandy Blackburn has four decades of experience working in social change, organisational development, capacity building and culture change in Australia and internationally, including extensive work in community and organisational development in pre- and post-apartheid South Africa. Her autobiographical book, Holding Up the Sky: An African Life, captures her 15 years living through one of the most tumultuous and transformative periods in South Africa's history — a journey that profoundly shaped her identity, worldview and commitment to social justice. She is one of Australia's leading thought leaders in social impact and is the founder of Social Outcomes, and more recently Impact Culture Australia. Before founding these organisations, Sandy was Head of Social Innovation at Westpac, where she created the Organisational Mentoring Program — mobilising hundreds of employees to support for-purpose organisations to build their capacity, a systemic need that is notoriously underfunded. Through this work, and through Social Outcomes, Sandy has worked closely with many hundreds of for-purpose organisations, developing a deep understanding of the sector's strengths and development needs. Sandy is also co-founder of Impact Investing Australia, sits on the NAB Foundation's Investment Committee, and serves on multiple for-purpose boards. She is a sought-after speaker, bestselling author, and holds a Masters Degree in Adult Education. Connect With Sandy Website: Social Outcomes Impact Culture Australia LinkedIn: Sandy Blackburn  

Scott Wapner and the Investment Committee debate whether a greater rotation is coming and if a December rate cut is on the table. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Exxon in his 'Best Stocks in the Market.' 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.

Welcome back to the Alt Goes Mainstream podcast.Today's episode welcomes a pioneer and visionary in enterprise software investing to Alt Goes Mainstream.Robert F. Smith is the Founder, Chairman, and CEO of $100B AUM Vista Equity Partners. He sits on the firm's Investment Committees for Vista's Flagship, Foundation, Endeavor, and Perennial Funds and serves as a member of Vista's Executive committee. Vista's portfolio spans 90 enterprise software, data, and technology-enabled companies that employ over 100,000 people worldwide.He's also heavily involved and committed to the firm's wealth channel efforts, serving as the Chairman and Investment Committee member for VistaOne, the firm's evergreen private equity vehicle. Since Vista's founding, Robert has supervised on over 600 completed transactions that represent more than $330B in aggregate transaction value.Robert founded Vista after a career at Goldman Sachs in tech investment banking, where he was Co-Head of Enterprise Systems and Storage, executing and advising on over $50B in M&A activity with companies that were foundational players in the early days of the internet and technology, including Apple, Microsoft, Texas Instruments, eBay, and Yahoo.Robert has an innate understanding of technology and the trends that are shaping the way that companies and people interact with the world and conduct business. It's no surprise that he was early in seeing the rise and impact of AI because he was early in seeing the dawn of the internet in the 1990s.Robert and I had a fascinating and thought-provoking conversation about the evolution of both enterprise software and Vista as a firm. We covered:The early days of enterprise software and what Robert saw then that gave him conviction to focus on enterprise software as a banker and then as an investor building Vista.The investment characteristics of enterprise software.The power of product superiority in enterprise software.Why “sovereignty and dominion of data” are so important — and why it matters for AI.Can the “Rule of 40” become the “Rule of 50, 60, 70” with AI?What aspect of AI is most impactful for companies.How Vista approaches value creation.What it took to scale Vista to a $100B investment platform.Why the wealth channel is core to Vista's business and the firm's DNA.Thanks Robert for coming on the show to share your expertise, wisdom, and passion for enterprise software and building businesses.Show Notes00:00 Introduction to Ultimus, Our Sponsor01:20 Welcome to the Alt Goes Mainstream Podcast02:05 Robert F. Smith's Background and Career04:33 Robert's Engineering Background04:58 Chemical Engineering and Business Management05:25 Early Career Projects and Productivity06:42 Vista's Systemic Process Improvement07:08 Enterprise Software Investment Strategy11:11 Product Superiority and Execution Excellence16:03 AI's Impact on Enterprise Software22:58 Cultural Importance in Enterprise Software28:05 Enterprise Software Investment Profile28:45 Founding Vista and Early Market Insights29:08 Mission Criticality in Enterprise Software29:57 Economic Rent Capture Opportunities30:36 Transitioning to Hosted Environments31:37 Rule of 40 and Gen AI Efficiency32:56 Cost Dynamics and Gen AI33:35 Customer Support and Sales Efficiency35:04 Agentic AI and Exponential Opportunities36:37 Challenges in Enterprise AI Implementation39:08 Internal Use of AI at Vista43:49 Managing Agents vs. Human Interaction44:31 Creative Uses of AI45:00 Defining Gen AI and Agentic AI46:28 Enterprise Software and Agentic AI47:30 Impact of AI on Companies50:17 Evolution of Vista and New Investors50:42 Democratizing Investment Opportunities51:47 AI in Wealth Management52:55 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

Scott Wapner and the Investment Committee debate how to trade the "Everything Rally" as stocks rebound.  Plus,  we discuss the AI Spending Frenzy, whether it will it be a boom or a bust for the sector and how you should trade it.  CNBC's Seema Mody joins us with the latest on hyperscaler outlook.  And later, the desk share their latest portfolio moves.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we speak with Jeffrey Stevenson, Managing Partner of VSS Capital Partners, a private investment firm that invests in healthcare, business services, and education companies. Since its founding in 1987, VSS has partnered with lower middle-market companies, working closely with management teams to facilitate their next stage of growth. With approximately $4 billion in committed capital across eight funds, VSS has completed over 100 platform investments and more than 600 add-on acquisitions. Jeffrey has overall responsibility for the management of the firm and each of its funds. He joined VSS in 1982, shortly after its formation, and founded its private equity business in 1987. He currently serves as Chairman of the Investment Committee and has been a board member of over 31 portfolio companies.  VSS was recently recognized by GrowthCap as a Top Private Equity Firm of 2025. Jeffrey supports The Center for Discovery. To learn more about this organization click here. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.

Scott Wapner and the Investment Committee debate how to trade the final stretch of the year as the market opens mixed today. Plus, Stephanie Link shares her latest portfolio moves in the consumer space. And later, Josh Brown spotlights Aerospace & Defense in his "Best Stocks in the Market." 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.

Scott Wapner and the Investment Committee debate the reopening rally and how to trade it as the government shutdown nears an end. Plus, Jim Chanos unwinds his Strategy short, the Committee debate the move. And later Bill Baruch calls in with his latest trades.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.

Scott Wapner and the Investment Committee discuss the state of the AI trade after a tumultuous week for tech. The experts detail their latest portfolio moves. Josh Brown is back with his Best Stocks in the Market. 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.

Frank Holland and the Investment Committee lay out their pullback playbook as stocks are under pressure again today. Plus, the desk debates Elon Musk's pay package as the results of that vote drops today. And later, we talk crypto after Ark's Cathie Wood said this morning she was trimming her Bitcoin bull case.  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.

In this episode, we speak with David Katz, Managing Director at Charlesbank Capital Partners, a $24 billion AUM middle-market private equity firm that spun out of the Harvard Management Company in 1998. Drawing on its endowment heritage, Charlesbank takes a research-based approach to investing across its four target sectors: business & consumer services, healthcare, industrial, and technology. The firm partners with management teams to help businesses unlock value and accelerate growth. At Charlesbank, David oversees the firm's Business & Consumer Services sector team. Since formalizing the sector in 2019, Charlesbank has been among the most active and successful private equity investors in business services, including several notable realizations. Charlesbank views the services ecosystem as offering compelling and durable opportunities for continued private equity investment. David has been with Charlesbank for nearly 13 years, during which time he has also helped to advance the firm's investing system including its “fan of outcomes” underwriting approach. He is a member of the firm's Investment Committee, and previously worked at Bain Capital and McKinsey. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.

Frank Holland and the Investment Committee discuss whether the rally is on solid ground with some signs of AI exhaustion and under the surface weakness dragging down stocks today. Plus, the desk debates whether Palantir's valuation is justified. And later, Josh Brown spotlights gold miners in his "Best Stocks in the Market." 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.

Frank Holland and the Investment Committee debate their November Playbook for stocks and how you should position yourself into year end. Plus, we hit some Committee stocks on the move and how to trade them. And later, we get to the Setup on some key earnings reports dropping in the next 24 hours.  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.

Scott Wapner and the Investment Committee discuss the market's massive week as a new trading month looms. The experts detail their latest portfolio moves. Josh Brown is back with his Best Stocks in the Market. The Setup is on next week's top earnings to watch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland and the Investment Committee debate tech earnings taking center stage and what it means for the market and your money. Plus, the desk shares their latest portfolio moves. And later, the Committee gives you the earnings setup on stocks beyond big tech.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the massive market day with Nvidia becoming the first five trillion-dollar company, Alphabet, Meta and Microsoft reporting in overtime and a Fed decision dropping later today.  What does it all mean for the market and your money. Plus, we hit the latest Calls of the Day. And later,  And later, the Committee get to the setup on some key names reporting in the next 24 hours beyond the big tech companies. 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.

Scott Wapner and the Investment Committee debate mega cap tech stocks as Apple and Microsoft hit major milestones. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights two energy names in his "Best Stocks in the Market."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.

Scott Wapner and the Investment Committee debate this critical week for your money with mega cap earnings, a Fed decision, the President Trump and China's Xi meeting and more on deck. Plus, the desk debate whether Elon Musk is worth his trillion dollar pay package for Tesla. And later, Gold extends its recent slide, the committee debate how to trade the precious metal. 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.

Scott Wapner and the Investment Committee debate their strategies when stocks are at record highs. Plus, they share their latest portfolio moves. And later, the desk debates the best long and short ideas for Q4. 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.

Scott Wapner and the Investment Committee debate the earnings fallout after Tesla, IBM and others are on the move following their reports. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights a brokerage firm in his "Best Stocks in the Market."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.

Michelle is the Founder and Managing Partner of Clearhaven Partners, which she founded in 2019 to build a private equity firm grounded in focus and shared values. She sets the firm's strategy and direction and chairs Clearhaven's Investment Committee. Under her leadership, Clearhaven manages more than $1 billion in AUM across multiple funds, investing in growth-oriented software and technology businesses. Michelle is responsible for firm leadership, investment origination, execution, and portfolio management.   Prior to founding Clearhaven, Michelle was a member of the investment teams at Thoma Bravo and Riverside Partners; at Riverside she served as a General Partner and member of the Investment Committee. She began her career in investment banking at Morgan Stanley. Michelle holds an MBA, with distinction, from Harvard Business School and a BBA, magna cum laude, from the University of Notre Dame. She also studied at l'Université Catholique de l'Ouest in Angers, France, and taught at Erakommertzkolledz in Tallinn, Estonia. Michelle has been recognized by The Wall Street Journalas one of private equity's most influential women and by Buyouts as one of ten “Rock Stars of Private Equity's Future.” She serves on the Advisory Board of 51 Vets.   Michelle lives in the Greater Boston area with her husband, two children, and their golden retriever. Michelle is a Christian, a music lover, and a proud alumna of the St. Charles, Illinois state champion dance team (go Saints!). She's also a novice fly fisher, having recently discovered an unexpected passion for the sport.  

Scott Wapner and the Investment Committee discuss the big earnings names in focus today. Netflix sinking after an 'underwhelming' report, the desk debates how to trade it. Plus, Steve Weiss trimming a mega cap name, he explains why. And later, we hit the latest Calls of the Day in the financial sector. 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.

Scott Wapner and the Investment Committee debate the set-up for stocks as they continue rising higher today. Plus, the desk share some of their latest portfolio moves, including Jim Lebenthal buying more Cleveland-Cliffs. And later, we discuss whether the private credit shock waves are fading in the market.  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.

Scott Wapner and the Investment Committee debate how to trade Apple as it touches record highs today. Plus, Josh Brown spotlights another stock in his "Best Stocks in the Market." And later, the Committee discuss some of their stocks on the move. 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.

Scott Wapner and the Investment Committee debate the cracks forming in the private credit markets and how you should trade them. Plus, the Committee are making some major portfolio moves, they share the details of each one. 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.

Scott Wapner and the Investment Committee discuss the market volatility and how to trade it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown shares two more stocks being added to his "Best Stocks in the Market." 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.

Frank Holland and the Investment Committee debate China Trade Tensions and what it means for the market and your money. Plus, the desk discuss the AI sector and whether it's in a bubble. And later, we hit the latest Calls of the Day. 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.

In this episode, we speak with Bob Morse, Co-Founder and Managing Partner at Strattam Capital, a private equity firm with over $1B in AUM, partnering with founder-led B2B software and technology companies positioned to become vertical market leaders. Since its founding in 2014, Strattam has completed more than 50 partnerships—helping founders scale their teams, expand market reach, and adopt transformative technologies—including AI—to solve the customer problems they understand so well. Prior to co-founding Strattam, Bob was a Partner and Investment Committee member at Oak Hill Capital Partners and held roles at GCC Investments and Morgan Stanley. He graduated summa cum laude from Princeton and earned his MBA from Stanford, where he was an Arjay Miller Scholar. Bob was recently named a Top Software Investor of 2025 by GrowthCap. Strattam was also recognized as a Top Private Equity Firm of 2025. Bob supports USRowing Foundation. To learn more about this organization click here. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.

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

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

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

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

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

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

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

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

Frank Holland and the Investment Committee debate whether the government shutdown will affect the market negatively and how you should navigate it.  Plus, the desk debated the hottest sector this week, healthcare.  And later, we hit the latest Calls of the Day. 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.

Scott Wapner and the Investment Committee debate the best strategies for Q4 as we head into the final stretch of the year. Plus, Jim Cramer joins the desk to discuss his new book, the market and the best way to protect and grow your money. And later we are joined by John Mullen, president and CEO of Parsons Capital Management which ranked No. 1 on CNBC's list of the top 100 financial advisors in the U.S. for 2025.  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.

Scott Wapner and the Investment Committee debate the best September since 2013 and Nvidia hitting a record $4.5 trillion market cap. Plus, the desk share their latest portfolio moves. And later, we hit some Committee stocks on the move. 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.

Scott Wapner and the Investment Committee debate Goldman's upgrade of global equities and what it means for a year-end rally. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. 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.

Dom Chu and the Investment Committee debate the new tariffs Trump announced today.  What will the tariffs mean for the market and your money. Plus, BMO's Brian Belski joins us with a target raise on the S&P to $7,000, he'll explain. And later, the energy sector leading the market this week, the desk discuss how to trade it now.  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.

Scott Wapner and the Investment Committee debate the state of the AI trade with many of the biggest names down again today. Plus, the desk shares their latest portfolio moves. And later, the Committee discuss a new report on how AI is contributing to the boom in robo advisors.  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.

Scott Wapner and the Investment Committee debate Fed Chair Jerome Powell's comments yesterday that stock prices appear "fairly highly valued" and what it means for the market and your money.  Plus, the Committe share their buyback strategy. And later, CNBC's Dom Chu joins us with the latest from the Ryder Cup. 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.

Frank Holland and the Investment Committee debate the fate of the record rally with the S&P, Dow and Russell 2000 all at record highs. Plus, Josh Brown explains why he's spotlighting energy names in his “Best Stocks in the Market.” And later, we bring you live comments from Fed Chair Jerome Powell.  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.

Scott Wapner and the Investment Committee discuss their best stock strategies following the Fed's rate cut last week. Plus, CNBC's Jon Fortt brings us some breaking news, Nvidia investing up to $100 Billion in OpenAI to build computing infrastructure. And later, we hit the latest Calls of the Day. 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.

Frank Holland and the Investment Committee discuss their All-Time high playbook as stocks hit new records. Plus. The desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. 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.