Podcasts about investment committee

David Faber and the Investment Committee debate how to trade oil and the market as turmoil in the energy sector grows. CNBC's Brian Sullivan joins us with the latest comments from Treasury Secretary Scott Bessent. Plus, CNBC's Kristina Partsinevelos joins us to discuss the latest news out of San Jose, California, where Nvidia is set to kick off its annual GTC event. The Committee debate how to trade the company ahead of the Jensen Huang's keynote speech. And later, the desk debate retail investors abandoning private credit and what it means for the sector.  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 stocks as the volatility in the market and oil rises. Plus, the desk share their latest portfolio moves. And later, we take a look at the housing sector as mortgage rates continue rising.   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 the War in Iran means for the markets and how they are protecting their portfolio amid the uncertainty. Plus, the desk share their latest portfolio moves.  And later, Josh Brown spotlights Starbucks 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.

Frank Holland and the Investment Committee debate how to navigate the volatility as markets fall and oil rises. Plus, we go over the bull/bear case on software and how you should trade it. And later, we hit the latest Calls of the Day.  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 are live at Future Proof Citywide in Miami Beach, Florida to debate the turnaround in the markets and how they are trading it. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights some Biotech 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 how to trade the oil markets amid the Iran War.  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 debate what $90 Oil means to the market and how you should navigate it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Target 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 discuss the state of the markets following three days of selling. The experts detail their latest portfolio moves. Calls of the Day include Tesla, Caterpillar, PulteGroup, and Corning. Mo Assomull, Morgan Stanley Global Co-Head of Investment Banking, joins in a Halftime exclusive. CNBC Senior Markets Commentator and Overtime Co-Anchor Michael Santoli gives his Midday Word. 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 play the volatile markets and whether investors should buy the dip. Plus, Kristina Partsinevelos joins us to discuss the latest news out of Broadcom following the company's earnings report. 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 the volatility in the market and how you should trade it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlight Chemical stocks 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.

Scott Wapner and the Investment Committee debate what investors should do with their portfolios following the strikes on Iran over the weekend. Plus, the desk shares their latest moves. And later, Mark Fisher, MBF Trading Founder & CEO, joins CNBC's 'Halftime Report' to discuss the reaction in energy stocks to the growing conflict in Iran.  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 tech stocks as questions continue to circle around their spending. 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.

Scott Wapner and the Investment Committee react to Nvidia's earnings and debate how you should trade the tech sector. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Waste Management 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.

Alkemio is an Argentina-based deep tech company rethinking rare earth refining at a time when global supply chains are under pressure. With over 90% of refining capacity concentrated in China, industries and governments are seeking independent access to critical minerals essential for EVs, semiconductors, defense systems, and energy transition infrastructure.In this episode, we speak with founders Federico Pereyra Bonnet and Ailin Svagzdys, about the company's proprietary molecular recognition platform and its modular, climate-friendly, refining model as an alternative to capital-heavy legacy plants. With a 15-year commercial framework in place at Iron Duke Mine, Alkemio is positioning itself at the intersection of science, geopolitics, and infrastructure.Followed by Investor Talk with Laetitia Marcadé, our Investment Committee, #EpicInvestor, and principal at Dalus Capital, the lead investor.Hosted by Maaike Doyer & Hester Spiegel, founders of Epic Angels.

Scott Wapner and the Investment Committee debate the tech sector as Nvidia, Salesforce and Snowflake all reporting earnings tonight. CNBC's Kristina Partsinevelos joins us with the latest from Nvidia. Plus, the Committee share their latest portfolio moves. And later, we get to the Setup on some key Committee names reporting earnings tonight and tomorrow.  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 high anxiety around AI and how you should trade it. Josh Brown details his Heavy Assets, Low Obsolescence or "HALO" trade that he says will be resistant to AI volatility. Plus, the desk share their favorite consumer discretionary names. And later, Josh Brown spotlights Utilities 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 how to trade the market's reaction to the Supreme Court's ruling against Trump's tariff's last week. Plus, the Committee share their latest portfolio moves. And later, the desk debates whether private credit is too risky for retail.  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.

Is Pinterest stock (PINS) a hidden gem… or just a really good looking business with a monetization problem? In our first-ever Investment Committee episode, we take a deep dive into Pinterest.We break down:ARPU vs. Meta (and why that gap matters)The 9x monetization problem between the U.S. and Rest of WorldAI-powered discoveryStock-based compensationand more...At ~$18 per share and down big from highs, is this a turnaround story, an acquisition target, or a value trap? As always: do your own research. We're here to sharpen thinking, but the decision is yours.Join the premium Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

Scott Wapner and the Investment Committee debate what the Supreme Court ruling means for the future of tarriffs, the market and your money.  CNBC's Eamon Javers joins ‘Halftime Report' with the latest out of Washington.  Plus, the Committee is making some major portfolio moves, they reveal their strategies. And later, Josh Brown spotlights Old Dominion 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.

Dominic Chu and the Investment Committee debate the other risks to the market including the health of the U.S. consumer and tensions flaring in the Middle East. Plus, the desk debates the oil & gas sector as Iran talks rattle the crude markets. And later, the Committee shares 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.

Andy Unanue is the founder and Managing Partner of AUA Private Equity Partners, an operationally-focused, lower middle market investment firm with expertise in supporting and growing family-owned and demographic-driven businesses. Andy is a member of AUA Private Equity's Investment Committee, and under his leadership, AUA has deployed over $800 million of capital to date.   AUA's business model is driven by Andy's own family background – he is a member of the Unanue family, which owns and runs Goya Foods, the largest producer of Spanish- and Latin-American foods in the United States. Andy's grandfather, Prudencio, founded the company in 1936, and Andy's father, Joe, was a legendary CEO of the company himself. Andy was a leader of Goya for many years, ultimately serving as its Chief Operating Officer before founding AUA.   Andy currently serves on the boards of Tropical Cheese Industries and Westminster Pet Products, and previously served on the board of Goya Foods. Additionally, he serves on several not-for-profit boards including his family's charitable foundation, The C&J Unanue Foundation. Andy is a member of the University of Miami's Dean's Advisory Committee, the New America Alliance and is on the Columbia University Medical Center's Board of Advisors.   Andy received his M.B.A from the Thunderbird School of Global Management and his B.B.A. from the University of Miami.

Scott Wapner and the Investment Committee debate whether Big Tech stocks are turning around and how you should trade them. Plus, the Committee 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.

Scott Wapner and the Investment Committee debate the threats AI pose to the tech sector and how you should navigate it. Plus, the Committee shares their top dividend stock strategies. And later, Josh Brown spotlights Real Estate stocks 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 how to trade the AI Sell-off and whether now is a good buying opportunity. Plus, the Committee share their latest portfolio moves. And later, the desk debate when it's a good time to get into a stock.  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 you should navigate the tech sell-off and protect your portfolio. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights one homebuilder 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.

Brent chats with Elizabeth Garlovsky about the ways trusts can be used in prenuptial agreements and divorce. They talk about structuring the trusts, common issues, and the results divorce can have on revocable and irrevocable trusts. Elizabeth (“Lizzy”) Garlovsky represents clients in matters related to estate planning and wealth transfer, probate, and estate and trust administration. She brings over 25 years of combined experience in private practice, the public sector, and as a wealth advisor for JPMorgan. Lizzy assists clients in preparing and implementing estate plans for a wide range of individuals and families. She also helps both individual and corporate fiduciaries administer trusts and estates at any stage, including through controversies both inside and outside of court. In addition, Lizzy frequently counsels heirs, legatees, and beneficiaries of estates and trusts of all sizes to advocate for their rights under will and trust documents or when no documents exist. In addition to her technical background and practical experience, Lizzy brings a unique holistic and human approach to every client matter through empathy and a commitment to understanding each client's individual – and often very personal –situation before engaging in any representation. She recognizes the difficulty that clients routinely face when engaging a trusts and estates attorney, especially when emotions are high, and she is grateful for opportunities to make the difficult seem simpler for clients who are experiencing stress caused by trauma or grief, or by the anticipation of either. Lizzy is an active member of the trusts and estates community, and her community at large. She is a Fellow of the prestigious national American College of Trust and Estate Counsel (ACTEC) and is a member of their Fiduciary Litigation and Practice Committees. She also serves as the State Membership Recruitment Director for Illinois. Lizzy is a frequent lecturer and author on a wide range of trust and estate topics. She enjoys giving back to her peers by mentoring junior colleagues, both inside and outside of the firm. She served as an appointed Advisory Member of the Trust and Investment Committee for the Board of Directors of Chicago-based ATG Trust Company (acquired by Midland Trust Company) from January 2020 through May 2021 and currently serves as a member of the Board of Directors for the Illinois Institute of Continuing Legal Education. She is also a member of the Goodman Theater's Spotlight Advisory Council. Lizzy provides pro bono legal services and supports related organizations and activities. She performs estate planning and related legal services for under-served individuals in her community and acts as a resource to various charitable organizations. In addition, from 2017 to 2021, Lizzy served as an elected member of the Board of Education for Township High School District 113 (Illinois). She served as President of the Board from May 2018 to May 2020, and served on the Board's Policy Committee, Equity and Inclusion Committee, and as the Chair of the Human Resources Committee. Lizzy can be found here: Elizabeth A. Garlovsky – Harrison LLP This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker's firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Scott Wapner and the Investment Committee debate how to play the hot jobs report pushing stocks higher. Plus, the desk share their latest portfolio moves. And later, we get to the Setup on two Committee names reporting earnings tonight. 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 surge in stocks and how you should trade it. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights 'Halo' Stocks 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 how far the rally can run and how you should position your portfolio. Plus, the Committee is making some major portfolio moves, they reveal their strategies.  And later, CNBC's Contessa Brewer joins us to discuss sports betting hitting record highs after last night's Super Bowl.  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 are live in Santa Clara outside Levi's Stadium ahead of the big game on Sunday.  Altimeter Capital's Brad Gerstner joins us for the hour to discuss the tech & software selloff, the markets and more. Plus, Nvidia CEO Jensen Huang gives us his view of the AI trade, competition with China, and where he sees tech going from here. And later, Treasury Secretary Scott Bessent joins us to discuss the Kevin Warsh nomination to Fed Chair, Trump accounts, the dollar 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 are live from San Francisco to debate the surge in AI spending and how you should trade it. Plus, the desk share their latest portfolio moves. And later, we've got not one, but two legendary NFL Quarterbacks joining us: Four time Super Bowl Champion Joe Montana and Super Bowl 17 winner Joe Theismann. They discuss football, business and investing. 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.

I had to get this urgent episode to you sooner rather than later, given the climate of fear in the U.S. in current times.For many employees right now, work doesn't feel like a safe place. It feels uncertain, frightening, and deeply personal. In moments like this, how leaders respond matters more than ever. Michelle Feferman has spent decades helping organizations navigate complex DEI and workplace culture challenges in ways that protect people and strengthen the business. We talk directly about what leaders can do to support employees in the face of ICE raids and immigration-related fear, how to create real psychological safety at work, and why most DEI efforts are still entirely legal if you're focused on risk mitigation, clarity, and care.We also unpack how retention, engagement, and productivity are tightly tied to DEI and empathy work, and the key elements leaders need to think through right now to support their people while capturing the full business benefit.This is a practical, compassionate conversation for leaders who want to do the right thing without panicking, posturing, or staying silent.To access the episode transcript, go to www.TheEmpathyEdge.com, search by episode title.Listen in for…Creating a diverse team that goes beyond old-fashioned quotas.Key benefits of having a wide pool of differing viewpoints within your organization.Actions to put in place to keep your employees safe and informed about handling ICE raids that could be used as a template for other crises. Tips to create an FAQ that matters "If you can take the time now to get these things in place, the majority of people will relax, to some extent, and feel like they can come to work and just focus on work. People will relax more and be much more productive at work." — Michelle Feferman Episode References: Michelle's article: It is Imperative to Create Psychological Safety at Work Amidst ICE Raids: https://mfeferman.substack.com/p/12868206_ice-raids-and-psychological-safetyBook: DO DEI Right: Cut Through the Noise and Drive Lasting ResultsAbout Michelle Feferman, Founder and CEO, Equity at Work, Author of Do DEI RightMichelle is passionate about helping organizations have a profound impact on their employees, businesses, and communities through their diversity, equity, and inclusion work. She is the Founder and CEO of Equity At Work, known for creating innovative, customized solutions for even the most complex DEI and workplace culture challenges. Her clients outperform their peers in revenue and margin growth, productivity, engagement, and retention.Michelle is the author of Do DEI Right, co-host of the podcast Your DEI Minute, and on the Investment Committee of RevTech Venture Capital. Before this, she spent 25 years working at Accenture, Kurt Salmon, Macy's Inc., and The Walt Disney Company.From Our Sponsor:Keynote Speakers and Conference Trainers: Get your free Talkadot trial and enjoy this game-changer for your speaking business! www.share.talkadot.com/mariarossConnect with Michelle:Equity At Work: https://www.equity-at-work.comLinkedIn: https://www.linkedin.com/in/michelleebogan/Facebook: https://www.facebook.com/profile.php?id=100093183559876Instagram: https://www.instagram.com/equity_at_workSubstack: https://mfeferman.substack.com/ Connect with Maria:Get Maria's books: Red-Slice.com/booksHire Maria to speak: Red-Slice.com/Speaker-Maria-RossTake the LinkedIn Learning Courses! Leading with Empathy and Balancing Empathy, Accountability, and Results as a Leader LinkedIn: Maria RossInstagram: @redslicemariaFacebook: Red SliceGet your copy of The Empathy Dilemma here- www.theempathydilemma.comSign up for Optionality now! Go to optKeynote Speakers and Conference Trainers: Get your free Talkadot trial and enjoy this game changer for your speaking business! www.share.talkadot.com/mariaross

Frank Holland and the Investment Committee debate the software volatility and how you should position your portfolio. Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day.  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 sell-off in tech and how you should navigate the volatility in the Mega-Cap names. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights three 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.

In this episode, Tony Davidow sits down with Matt Katz, Managing Director at Fiduciary Trust International, to explore why middle market private equity offers compelling opportunities in today's environment. Matt shares his journey into private markets, explains why the middle market presents a structural advantage with less competition and more operational value-add potential, and provides practical guidance on evaluating private equity funds through the lens of people, process, performance, and references. The conversation also covers the current exit environment, the growing role of secondaries in portfolio construction, the importance of due diligence in evaluating funds, and actionable advice for financial advisors looking to navigate the expanding universe of private market investments. Matt Katz, CFA, Managing Director, Investment Director - Private Markets: As head of the Advisor Solutions Group private markets research team, Matt focuses on private equity and real estate investments and is responsible for sourcing, due diligence and monitoring investments across each asset class.  He determines strategic and tactical allocations within ASG's Model Portfolio, while monitoring existing and prospective investment opportunities.  With over 18 years of experience, Matt serves as a key contributor to the analysis of current macroeconomic conditions through participation in daily market updates, Investment Committee meetings, and quarterly market overviews. In addition, Matt has also worked with impact-focused clients to source and analyze appropriate private investments, serving both financial and social purposes. Prior to joining Fiduciary Trust International, Matt was an associate director at Segal Rogerscasey, an investment consulting firm, as a member of their Alpha Research team focused on private equity manager research and due diligence. While at Segal Rogerscasey, he participated in the portfolio planning, underwriting and execution of private investments for the firm's discretionary clients. Matt received his Bachelor of Science degree in finance from the University of Connecticut. Matt is a Chartered Financial Analyst (CFA) charterholder; Member, CFA Society Boston; and a Member of the RAISE Global Summit LP Selection Committee.   Resources: Matthew Katz, CFA | LinkedInFranklin Templeton Private MarketsTony Davidow, CIMA® | LinkedIn

Scott Wapner and the Investment Committee debate the volatility in the market and how you should position your portfolio to navigate it. Plus, the desk share their latest portfolio moves, including a JOET rebalance.  And later, we get to the Setup on some key Committee names reporting 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 debate what the Kevin Warsh pick means for the market and your money. Plus, we hit the latest Calls of the Day. And later, the desk give you their Setup on next week's key earnings reports. 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 Microsoft sinking the tech sector and whether mega-cap expectations are too high. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Nucor 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.

This special edition episode of the NAA Apartmentcast features guest hosts Scott Wilkerson, Chief Investment Officer and Chair of the Investment Committee for Ginkgo Residential, and Chris Carter, Regional Vice President for Carter-Haston, both members of NAA's Operations Committee. They are joined by Brad Dockser, CEO and Co-Founder of GreenGen for an intriguing conversation focused on ESG (Environmental, Social and Governance), which itself sits at a really interesting crossroads in rental housing: Touching asset management, finance, operations, climate strategy, resident experience, and the future of real estate. There is a case to be made that ESG isn't a cost center for rental housing providers, it's a competitive advantage and a driver of value. Housing providers that integrate ESG into their operations can unlock new revenue opportunities, future-proof their assets and deliver better outcomes for residents and investors. For more information and resources on ESG, sustainability, asset management and NAA's Operations Committee, visit https://naahq.org/Please note that as is the case for all NAA Apartmentcast episodes, nothing contained within this podcast should be treated as legal advice. The information presented is for educational purposes only. 

Scott Wapner and the Investment Committee debate the S&P hitting $7,000 for the first time ever. What does it mean for the market and your money.  Plus, the desk discusses their top energy plays for 2026. And later, we hit some Committee names reporting earnings tomorrow morning.  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 important the next few days are for the rally as Mega Cap Earnings, the Fed Decision and a potential government shutdown hang over stocks. Plus,  the desk reacts to a letter from Activist Investor Dan Loeb and his firm Third Point calling for a new board for Costar Group, citing "weak oversight." And later, we hit the Setup on some Committee names reporting earnings tomorrow. 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 week's Stansberry Investor Hour, Dan and Corey welcome Alan Gula back to the show. Alan is an editor and member of the Investment Committee for The Total Portfolio and Stansberry's Forever Portfolio, as well as a senior analyst for Stansberry Research's flagship newsletter, Stansberry's Investment Advisory.   Alan kicks things off by sharing three concerns he has for the current market rally. He looks at the market's credit spreads, as he uses that as a sentiment indicator for the broader market. Then he gives an in-depth examination of the high bids of stocks by looking at the high beta (the measure of market risk) relative to the S&P 500 Index. (0:00)   Next, Alan discusses gold's history during secular bull markets, highlighting how the precious metal has had impressive spikes but serious drawdowns along the way. As such, he states that investors should be cautious during the current bull run and trim any risk. He then reflects upon The Total Portfolio outperforming its benchmark and the framework that contributed to its success. And he gives his take on "whether AI is in a bubble or not." (17:39)   Finally, Alan expresses why you shouldn't focus so much on previous earnings over the long term for rapidly growing companies. Instead, he says it's better to examine their free-cash-flow yields. He also warns investors to be mindful of what to invest in to protect themselves during a bear market. Companies that provide opportunities during bull markets might be poor performers during drawdowns, so it's wise to plan accordingly when diversifying your portfolio. He illustrates this with one sector. (39:09)

Scott Wapner and the Investment Committee debate this pivotal week ahead for the markets with Mega Cap Earnings reporting in the coming days and the Fed Decision on Wednesday. Plus, the desk shares their latest portfolio moves. And later, we hit the latest Calls of the Day and how to trade them.  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 huge week ahead for the markets with Mega Cap Earnings reporting next week. Plus, the desk shares their latest portfolio moves. And later, we dive into Tesla Earnings next week, shareholder Bryn Talkington gives her take on the stock and 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.

This episode of First Draft Live is presented by Agora.Venezuela, Greenland, Canada's prime minister calling the death of America as global leader. Interest rate watching, Fed independence under question, tariffs.There's a lot of noise out there in the macroeconomy that can make it hard for CRE to tune into a good deal.And yet Abbe Franchot Borok, BGO managing director and head of U.S. debt, said she is optimistic the year ahead will be a good one for property investment.Sure, it has gotten more complicated and the industry has had to turn to new inputs and data sources. The normal supply vs. demand dynamic is changing as consumer use of commercial real estate has shifted.And yes, she said, Canadian and European investors are not liking what they are seeing out of the U.S. government.But the U.S. continues to be the most liquid and active market in the world, and she doesn't see a sustained lack of investment in the cards. Good deals are out there for those willing to double down on income generation and executing the business plan on the ground. 

Scott Wapner and the Investment Committee debate how to trade the rebound in the markets after President Trump threatened tariffs on Tuesday. Plus, the Committee shares their latest portfolio moves. And later, Josh Brown spotlights a solar stock 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 how to navigate the market and trade around the noise.  Plus, Ark Invest's Cathie Wood joins us with her 2026 Outlook. 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 debate whether you should buy the volatility as President Trump's new threats of tariffs against Europe push stocks sharply lower. Plus, the desk share their latest portfolio moves.  And later,  Josh Brown spotlights Utilities 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 the road ahead for the rally and how to position your portfolio.  Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights CBRE Group 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.