Podcasts about investment committee

Frank Holland and the Investment Committee debate the Post-Powell Playbook following Jerome Powell's highly anticipated speech in Jackson Hole. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day on Roblox, Snowflake and more. Investment Committee Disclosures

Frank Holland and the Investment Committee debate whether we're in a pause or pullback as stocks try to avoid a fifth straight day of losses.  Plus, the committee share their latest portfolio moves. And later, Josh Brown adds Illinois Tool to his “Best Stocks in the Market,” he explains why. Investment Committee Disclosures

Frank Holland and the Investment Committee debate the tech pullback and what it could mean for a bigger pullback on the horizon. Plus, the desk shares their latest portfolio moves.  And later, the XRT hitting a 52-week high, the committee debate how to trade the retail sector.  Investment Committee Disclosures

Scott Wapner and the Investment Committee whether there's a bubble in tech after Sam Altman's warning and now options traders bracing for a potential downturn. Plus, we hit the latest Calls of the Day. And later, Josh Brown reveals another stock that has made his ‘Best Stocks in the Market.' Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss the critical week for stocks as central bankers gather in Jackson Hole for their annual get-together. Plus a historic meeting at the White House today as European leaders and President Zelensky meet President Trump to discuss the Russia-Ukraine War. And later, the desk debate the latest Calls of the Day. Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss the new high for the Dow as the index joins the S&P and Nasdaq at record levels. The desk debates how to trade the markets now. Plus, we hit the latest calls of the day. And later, Josh Brown reveals his latest “Best Stock in the Market.”Investment Committee Disclosures

Scott Wapner and the Investment Committee debate whether stocks and the Fed are on a collision course.  Plus, Kevin Simpson shares his many portfolio moves. And later, the desk discuss the latest Calls of the Day. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the record run for stocks and whether this is truly one of the best investing environments we've seen.  Plus, Jim Cramer joins us on set to discuss whether Apple shares are in the middle of a turnaround. And later, the desk shares their latest portfolio moves.  Investment Committee Disclosures

In this episode, we speak with Kevin Bhatt, Managing Partner at Long Ridge Equity Partners, a specialist growth equity firm focused on the financial and business technology sectors.  Kevin joined Long Ridge in 2010 and serves as a Managing Partner and member of the firm's Investment Committee. He leads the overall strategic direction of the firm and oversees deal teams responsible for sourcing, evaluating, and managing portfolio companies.  Throughout his investing career, Kevin has served on the boards of numerous public and private financial and business services companies, working closely with visionary leadership teams to build category-defining businesses. Long Ridge was recognized by GrowthCap as a Top Growth Equity Firm of 2024. Kevin supports Memorial Sloan Kettering. 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 what the Fed's next move is and what it will mean for stocks, the market and your money. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the current state of stocks and whether they are overvalued at these levels. Plus, the desk debate the latest Calls of the Day. And later, the Committee share their latest portfolio moves.  Investment Committee Disclosures

Scott Wapner and the Investment Committee debate whether stocks are shaky or stabilizing with the S&P tracking for its best week since early June. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day.  Investment Committee Disclosures

Scott Wapner and the Investment Committee debate whether it's safe to buy the dip as the S&P tries for its best week in a month. Plus, President Trump is set to sign an executive order that will allow private assets into 401(k)s, the desk discuss what it could mean for your retirement portfolio. And later, Josh Brown adds another name to his “Best Stocks in the Market.”Investment Committee Disclosures

On this week's Stansberry Investor Hour, Dan and Corey welcome Dr. David "Doc" Eifrig back to the show. Doc is the new permanent CEO of Stansberry Research's parent company MarketWise, as well as the editor of five newsletters at Stansberry and a member of the Investment Committee for Stansberry Portfolio Solutions.  Doc kicks off the show by asking Dan about his recent river cruise vacation on the Mississippi River and sharing stories about his own trip to Lisbon, Portugal a few weeks ago. This leads to a conversation about Doc and Dan's first meeting in 2007 and how Dan was a "diligence check" for Doc joining Stansberry in the first place. Doc also talks about his permanent appointment as MarketWise CEO after almost a year holding the interim role. (0:46) Next, Doc discusses the financial-newsletter industry and what sets Stansberry apart in this era where anyone can self-publish content – including free content and AI-generated content. "I want us to be known as a trusted source," he notes. As Doc emphasizes, Stansberry is good at finding talented analysts who work hard, know their stuff, and can meet deadlines. He also looks back on the company since its "disaster" going public, previous leadership that didn't respect the company's history, and what has mattered most to him since becoming CEO. (23:57) Finally, Doc explains that caring about what you're doing and the experience you want to give is the most important thing in business. He gives shout-outs to several folks at MarketWise who are doing just this, from Stansberry's Executive Editor Carli Flippen overseeing everything that gets published, to the marketing team and copywriters who care about the customers more than making a sale. (45:32)

Scott Wapner and the Investment Committee debate whether the record-setting rally can regain momentum as stocks stall. Plus, we hit the latest Calls of the Day on multiple names.  And later, the desk shares their latest portfolio moves.  Investment Committee Disclosures

This week on Swimming with Allocators, Earnest and Alexa welcome Brian O'Neil, a veteran CIO with over four decades of investment experience, who provides a candid overview of the current venture capital landscape. Brian discusses the challenges facing venture capital, including excessive funding, prolonged private company lifecycles, and the shift from growth-at-all-costs to profitability. He also emphasizes the importance of diversification, understanding investment portfolios, and the need for patience when approaching venture investments. Key insights include the difficulty of finding top-quartile venture funds, the potential of AI and personalized medicine, and the critical role of relationship-building for emerging managers. Brian advises allocators to be selective, learn across asset classes, and recognize that venture capital requires a long-term perspective with an acceptance that many investments may not succeed. Don't miss this great conversation. Highlights from this week's conversation include:Early Days of Venture and LBOs (1:23)Performance of LBOs and Venture Capital (2:27)Allocator Approaches to Private vs. Public Markets (4:35)Continuation Funds and LBO Fund Lifecycles (6:42)Comparing Current Venture Downturns to History (8:22)Growth Equity and Venture Stage Reclassification (11:41)AI Hype and Venture Market Cycles (13:17)Time Horizons and Commitment Budgets (15:43)Advice for Allocators on Manager Selection (18:55)Co-Investment Trends in Private Equity (21:01)Lessons from CIO Experience (25:01)Advice for New Allocators (26:29)Advice for Emerging Managers (31:05)Exciting Trends in Venture: AI and Personalized Medicine (33:20)Final Thoughts and Takeaways (35:52)Brian O'Neil is the former Chief Investment Officer of the Robert Wood Johnson Foundation and has served in investment leadership roles for over 40 years, including at Equitable Life and AXA Investment Managers. He currently serves on the board of the Brooklyn Public Library and is an Investment Committee member at The Wallace Foundation. Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB's parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

On this week's Stansberry Investor Hour, Dan and Corey welcome Dr. David "Doc" Eifrig back to the show. Doc is the new permanent CEO of Stansberry Research's parent company MarketWise, as well as the editor of five newsletters at Stansberry and a member of the Investment Committee for Stansberry Portfolio Solutions.  Doc kicks off the show by asking Dan about his recent river cruise vacation on the Mississippi River and sharing stories about his own trip to Lisbon, Portugal a few weeks ago. This leads to a conversation about Doc and Dan's first meeting in 2007 and how Dan was a "diligence check" for Doc joining Stansberry in the first place. Doc also talks about his permanent appointment as MarketWise CEO after almost a year holding the interim role. (0:46) Next, Doc discusses the financial-newsletter industry and what sets Stansberry apart in this era where anyone can self-publish content – including free content and AI-generated content. "I want us to be known as a trusted source," he notes. As Doc emphasizes, Stansberry is good at finding talented analysts who work hard, know their stuff, and can meet deadlines. He also looks back on the company since its "disaster" going public, previous leadership that didn't respect the company's history, and what has mattered most to him since becoming CEO. (23:57) Finally, Doc explains that caring about what you're doing and the experience you want to give is the most important thing in business. He gives shout-outs to several folks at MarketWise who are doing just this, from Stansberry's Executive Editor Carli Flippen overseeing everything that gets published, to the marketing team and copywriters who care about the customers more than making a sale. (45:32)

Scott Wapner and the Investment Committee debate the state of stocks with the economy once again in question and markets entering a historically rocky period. Plus, Palantir hitting a record high after earnings, it's our Chart of the Day. And later, Josh Brown adding Dominion Energy to his “Best Stocks in the Market.”Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the future of the rally following one of the worst weeks for stocks since May.  Plus, Joe Terranova shares the details of his latest JOET ETF rebalance. The Committee weigh in on his moves.  Investment Committee Disclosures

Mike Santoli and the Investment Committee debate the market pullback as new trade tensions and a weak jobs report push stocks lower. Plus, the desk share their latest portfolio moves. And later, we take a look at the Committee's winners and losers for July.Investment Committee Disclosures

Frank Holland and the Investment Committee discuss the record rally as tech earnings drive stocks to fresh all-time highs. Plus, Leslie Picker brings us the latest from her interview with JPMorgan Chase Chairman & CEO Jamie Dimon. And later, the Investment Committee share their latest portfolio moves.Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the future of the rally as the Fed decision and mega cap earnings all on deck today.  Plus, Jim Lebenthal making a controversial trade selling Visa, the desk discuss whether it's a good move. And later, we break down a Call of the Day on Crypto names. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the bull run for stocks and whether the market is heading for a shakeout. Plus, some committee stocks are on the move to the downside, the desk share their strategy. And later, Josh Brown is adding a group of names to his “Best Stocks in the Market.” Investment Committee Disclosures

Scott Wapner and the Investment Committee strategize ahead of this pivotal week as mega cap earnings, the Fed decision and job report loom large. Plus, we debate the latest calls of the day. And later, the Committee share their latest portfolio moves.  Investment Committee Disclosures

Scott Wapner and the Investment Committee prepare for the huge week ahead as the Fed Decision, more mega cap earnings and the tariff deadline loom over the market. Plus, the desk share their most recent portfolio moves. And later, we get to the latest Calls of the Day. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate what the AI arms race means for the rally as Alphabet increases its spending plans. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights another name on his “Best Stocks in the Market.”

Scott Wapner and the Investment Committee debate the critical stretch for your money as mega cap earnings begin later today. Plus, we take a look at the latest Calls of the Day. And later, the desk discuss the earnings setup for the rest of the week.

Frank Holland and the Investment Committee debate whether the rally is running on fumes as the market gears up for tech earnings. Plus, Stephanie Link details her latest portfolio move in the banking sector. And later, Josh Brown gives an update on his “Best Stocks in the Market.” 

On this week's Stansberry Investor Hour, Corey welcomes his colleague Brett Eversole back to the show. Brett is the editor of the True Wealth, True Wealth Systems, and DailyWealth newsletters. He also serves on the Investment Committee for Stansberry Portfolio Solutions. Brett kicks things off by sharing what he learned from his mentor Steve Sjuggerud, including the investment philosophy of buying assets that are "cheap, hated, and in an uptrend." He examines the recent tariff drama and why he believes we're about to return to a boring market fueled by fundamentals after several months of turbulence. As Brett explains, a lot of it has to do with increased capital spending from hyperscalers. (0:46) Next, Brett reviews the difference between secular bull markets and cyclical bull markets. He compares today's bull market (driven by AI) with the bull market of the late '90s (driven by the Internet), noting that a massive infrastructure buildout caused both. Brett predicts a normal market for the next few years, followed by a dot-com-style AI boom and then a "lost decade." He also discusses the S&P 500 Index decoupling from the U.S. economy, tariffs hurting smaller companies, and why he's bullish on gold and silver. (14:59) Finally, Brett talks about indicators that investors can use to gauge the market's underlying health, as well as what divergence between the indicators can mean in both the short and long term. He then dives into his work on Stansberry Portfolio Solutions, including the strategy the team uses to find the best companies and how to manage risk. And he closes things out with an in-depth analysis of today's real estate market. (33:29)

Courtney Reagan and the Investment Committee debate whether investors should continue riding the record rally or take profits.  Plus, the desk discuss the latest Calls of the Day. And later, the Committee share their latest portfolio moves. 

On this week's Stansberry Investor Hour, Corey welcomes his colleague Brett Eversole back to the show. Brett is the editor of the True Wealth, True Wealth Systems, and DailyWealth newsletters. He also serves on the Investment Committee for Stansberry Portfolio Solutions. Brett kicks things off by sharing what he learned from his mentor Steve Sjuggerud, including the investment philosophy of buying assets that are "cheap, hated, and in an uptrend." He examines the recent tariff drama and why he believes we're about to return to a boring market fueled by fundamentals after several months of turbulence. As Brett explains, a lot of it has to do with increased capital spending from hyperscalers. (0:46) Next, Brett reviews the difference between secular bull markets and cyclical bull markets. He compares today's bull market (driven by AI) with the bull market of the late '90s (driven by the Internet), noting that a massive infrastructure buildout caused both. Brett predicts a normal market for the next few years, followed by a dot-com-style AI boom and then a "lost decade." He also discusses the S&P 500 Index decoupling from the U.S. economy, tariffs hurting smaller companies, and why he's bullish on gold and silver. (14:59) Finally, Brett talks about indicators that investors can use to gauge the market's underlying health, as well as what divergence between the indicators can mean in both the short and long term. He then dives into his work on Stansberry Portfolio Solutions, including the strategy the team uses to find the best companies and how to manage risk. And he closes things out with an in-depth analysis of today's real estate market. (33:29)

Frank Holland and the Investment Committee debate the future of the rally as next week brings key economic data and quarterly earnings from nearly 20% of the S&P.  Plus Kevin Simpson making some major portfolio moves, he shares them all with the Committee. And later, we hit the latest Calls of the Day on Eli Lilly and Materion. Investment Committee Disclosures

Frank Holland and the Investment Committee debate whether its time to trim exposure in some of the high-flying stocks like Nvidia.  Plus, the desk share their latest portfolio moves. And later, Josh Brown highlights another name in his “Best Stocks in the Market.” Investment Committee Disclosures

Frank Holland and the Investment Committee debate the new White House Drama coming out of Washinton and what it means for the market. Plus, the desk discuss the latest Calls of the Day. And later, we get to the Earnings Setup on United Airlines, reporting after the bell today. 

Frank Holland and the Investment Committee debate the record run, as the Nasdaq and S&P 500 hit fresh all-time highs. The experts discuss how to trade the big banks as they kick off earnings. Josh Brown is back with his “Best Stocks in the Market.” Calls of the Day include 3M, Otis Worldwide, and American Express. The panel reacts to Uber's new partnership with Baidu.Investment Committee Disclosures

Frank Holland and the Investment Committee debate the state of stocks as investors brush off a new round of tariff threats. Calls of the Day include KKR, Taiwan Semiconductor, Wynn Resorts, Church & Dwight, and Exxon Mobil. CNBC's Dominic Chu details today's ETF Edge. The experts discuss the earnings setup for Netflix, United Airlines, and Marsh & McLennan.Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the best moves to make in this resilient market despite today's pullback. Plus, the desk debate their latest portfolio moves. And later, Bitcoin hitting another record high, Tanaya Macheel joins us with the latest news in the crypto sector. Investment Committee Disclosures

The Rise of Sovereign AI and Global AI Innovation in a World of US Protectionism // MLOps Podcast #331 with Frank Meehan, Founder and CEO of Frontier One AI.Join the Community: https://go.mlops.community/YTJoinInGet the newsletter: https://go.mlops.community/YTNewsletter// Abstract“The awakening of every single country is that they have to control their AI intelligence and not outsource their data" - Jensen Huang. Sovereign AI is rapidly becoming a fundamental national utility, much like defense, energy or telecoms. Nations worldwide recognize that AI sovereignty—having control over your AI infrastructure, data, and models—is essential for economic progress, security, and especially independence - especially when the US is pushing protectionism and trying to prevent global AI innovation. Of course this has the opposite effect - DeepSeek created by a Hedge Fund in China; India building the world's largest AI data centre (3 GW), and global software teams scaling, learning and building faster than ever before. However most countries lack the talent, financing and experience to implement Sovereign AI for their requirements - and it is our belief at Frontier One, that one of the biggest markets for AI applications, cloud services and GPUs will be global governments. We see it already - with $10B of GPUs in 2024 bought directly by governments - and it's rapidly expanding. We will talk about what Sovereign AI is - both infrastructure and software details / why it is crucial for a nation / how to get involved as part of the MLOps community. // BioCo-Founder of Frontier One - building Sovereign AI Factories and Cloud software for global markets.Frank is a 2X CEO | 2X CMO (with 2X exits + 1 IPO NYSE), Board Director (Spotify, Siri) and Investor (SparkLabs Group) with 20+ years of experience in creating and growing leading brands, products and companies.Chair of Improvability, automating due diligence and reporting for corporates, foundations and Governments with AI.Co-founder and partner at SparkLabs Group - investors in OpenAI, Anthropic, 88 Rising, Discord, Animoca, Andela, Vectara, Kneron, Messari, Lifesum + 400 companies in our portfolio. Investment Committee and LP at SparkLabs Cultiv8 with 56 investments in consumer food and regenerative agriculture companies.Co-founder and CMO - later CEO - of Equilibrium AI (Singapore), building it to one of the leading ESG and Carbon data management platforms globally. Equilibrium was acquired by FiscalNote in 2021, where he joined the senior leadership team, running the ESG business globally, and helping the company IPO in 2022 on the NYSE at $1.1B valuation.Board director at Spotify (2009-2012); Siri (2009-2010 exited to Apple); Lifesum (leading AI health app with 50 million users), seed investor in 88 Rising (Asia's leading independent music label); CEO/CMO and co-founder at INQ Mobile (mobile internet pioneer); and Global Director for devices and products at 3 Mobile.Started as a software developer with Ericsson Mobile in Sweden, after graduating from KTH in Stockholm and the University of Sydney with a Bachelor of Mechanical Engineering, and Master of Science in Fluid Mechanics.// Related Linkshttps://www.frontierone.ai/ and https://www.sparklabsgroup.com~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreJoin our Slack community [https://go.mlops.community/slack]Follow us on X/Twitter [@mlopscommunity](https://x.com/mlopscommunity) or [LinkedIn](https://go.mlops.community/linkedin)] Sign up for the next meetup: [https://go.mlops.community/register]MLOps Swag/Merch: [https://shop.mlops.community/]Connect with Demetrios on LinkedIn: /dpbrinkmConnect with Frank on LinkedIn: /frankmeehan/

Scott Wapner and the Investment Committee debate whether it's safe to continue buying stocks as another tech record hits the tape. Plus, the desk share their latest portfolio moves. And later, Josh Brown reveals another company making it into his “Best Stocks in the Market.” Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss Nvidia hitting a four trillion market cap for the first time and what it means for the stock and sector.  Plus, Bill Baruch is launching a new portfolio focused on miners and precious metals, he calls in with the details.  And later, we get to the Setup on some key names reporting this week.Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the continued run in stocks as more street strategists raise their S&P targets.  Plus, the desk share their latest portfolio moves. And later, Uber hits a new record high as Tesla faces pressure, the Committee break down the trade.  Investment Committee Disclosures

On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague 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 flagship newsletter Stansberry's Investment Advisory. Alan kicks off the show by analyzing a chart of the S&P 500 Index since 1957. He notes that the index is running 35% above its long-term trend, which is high but not a historic extreme. Focusing on just the past 15 years, Alan discusses the current secular bull market and whether artificial intelligence ("AI") could usher in a dot-com-style boom. He also goes in depth on The Total Portfolio's investment philosophy, what kinds of assets are in the portfolio, how the portfolio has outperformed this year, and the difficulty with being truly diversified. (0:40) Next, Alan talks about managed futures and why their negative correlation with the S&P 500 makes them "the ultimate portfolio diversifier." As he explains, almost all investment advisers simply follow trends nowadays, so The Total Portfolio is one of the only places you can find truly diversified recommendations that'll protect you in any outcome. He then shares why he believes the traditional 40% allocation to bonds is dead, recommends two better ways to invest in this space, and explores where we are in the current bull market. (18:44) Finally, Alan advises bearish listeners to keep looking for opportunities. He says you can't predict the future, but you can set up win-win scenarios. This leads to a conversation about real estate investment trusts, sector correlations, strategies for picking stocks, and both the pros and cons of AI replacing human jobs. (34:26)

Scott Wapner and the Investment Committee discuss whether the rally can continue as stocks trade at highs with tariffs and earnings looming. Plus, Bryn Talkington calls in with her options strategy on Tesla as Elon Musk returns to the political fray. And later, the desk debate the latest Calls of the Day.Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the best way to play the markets as stocks hit new highs. Plus, Apple leads the Dow today and gets an upgrade from Jefferies, the desk discuss whether the tide is turning for the name. And later, we hit the latest Calls of the Day. Investment Committee Disclosures

Scott Wapner and the Investment Committee focus in on the second half of the year as the strongest month of the year gets underway. Plus, the Senate passes President Trump's sweeping tax bill, the desk debate what it means for the market. And later, Josh Brown adds another name to his ‘Best Stocks in the Market.' Investment Committee Disclosures 

Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.Elon Musk vows to defeat politicians who back Trump's megabill 'if it is the last thing I do' and Elon Musk says he'll form the 'America Party' if Trump's 'insane' spending bill passes“Elon Musk knew, long before he so strongly Endorsed me for President, that I was strongly against the EV Mandate. It is ridiculous, and was always a major part of my campaign. Electric cars are fine, but not everyone should be forced to own one. Elon may get more subsidy than any human being in history, by far, and without subsidies, Elon would probably have to close up shop and head back home to South Africa. No more Rocket launches, Satellites, or Electric Car Production, and our Country would save a FORTUNE. Perhaps we should have DOGE take a good, hard, look at this? BIG MONEY TO BE SAVED!!!”Elon Musk's loyal and trusted Tesla ‘fixer' takes the fall for dismal EV salesOmead Afshar, head of North America and Europe, was fired for failing to turn around the brand's flagging demandFedEx founder Fred Smith has died at 80Leading Independent Proxy Advisory Firm ISS Supports Compelling Case for Change to Brookdale Senior Living Board of Directors and Recommends “Withhold” votes on long tenured Brookdale directors Lee Wielansky, Chair of the Investment Committee, and Victoria Freed, Chair of the Nominating and Governance Committee:“Given the tenure and positions of Wielansky and Freed, they are arguably the most culpable among incumbent directors for the current state of affairs.”2014 vote: Wielansky (99.6% YES) and Freed (98.8% YES)Leading Independent Proxy Advisory ISS Supports Compelling Case for Change to AstroNova Board of DirectorsISS finds “change at the Board level is warranted to improve independence and oversight”: 97% YES for entire board last yearBoard Effectiveness: A Survey of the C-Suitebased on a PwC and The Conference Board report:93% of executives say they want someone on their board replaced (highest ever)only 50% of executives have confidence in their boards ability to remove underperforming directorsWhat are the challenges in replacing directors?:Executives: 48% said individual director assessments are not performedDirectors: 34% personal relationships between board membersTop 3 areas of expertise they want added to their boards: 1) international, AI and Gen AI, Environmental/SustainabilityExecutives want more board time spent on: ESG, talent management, AI and GenAITexas Enacts New Law to Regulate Proxy Advisory FirmsSB 2337 aims to limit proxy advice based on "nonfinancial" factors such as ESG and DEI and requires proxy advisors to provide a "specific financial analysis" for any recommendation in opposition to management's position.Hormel Foods Announces Elevation of John Ghingo to President; Jeffrey M. Ettinger to Serve as Interim Chief Executive Officerwill return to the company for a defined period of 15 months as interim chief executive officer(1) base salary of $1,200,000 per year; (2) annual target award equal to $2,000,000 (prorated for partial fiscal years); (3) a one-time equity grant of $7,200,000, approximately 75% of which shall consist of a stock option award and 25% of which shall consist of time-based restricted stock units; (4) standard executive benefit and health and welfare plan participation; and (5) four weeks of paid vacation for the remainder of 2025, and six weeks of paid vacation for the period of January 1, 2026 through October 26, 2026.Netflix Rejects Jay Hoag's Resignation, Adds New Board Member“Mr. Hoag's continued service as a member of the Board is in the best interests of the Company and its stockholders,” the filing states.79% said NOStarbucks Elects Dambisa Moyo and Marissa Mayer to its Board of DirectorsMoyo is on the boards of Chevron Corporation and Condé Nast and previously served on the boards of SABMiller, Barclays Bank, 3M, and Seagate Technologies. Mayer previously served as CEO and a director on the board of Yahoo!. Mayer currently serves on the boards of Walmart, AT&T, and Hilton Hotels & Resorts. She has also served on the board of Nextdoor.SEC bans CEOs from becoming chairmen without 3-year breakThe Securities and Exchange Commission has issued a new directive prohibiting Chief Executive Officers and Executive Directors from immediately assuming the position of Board Chairman within the same company or group after leaving office. A mandatory three-year “cool off period” has been introduced before such transitions can take place.NigeriaZuckerberg's Employees Have a Wild New Nickname for HimFaced with the return of Donald Trump to the Oval Office, Zuckerberg conveniently molted out of his pseudo-progressive skin and into a darling of the manosphere. He's since appeared on shows like Joe Rogan to complain that US business culture needs to "regrow its manhood," because American capitalism is "culturally neutered.""MAGA Mark"Mark Zuckerberg announces creation of Meta Superintelligence Labs Zohran Mamdani's victory in NYC mayoral primary leaves Wall Street ‘alarmed' and ‘depressed'Bill Ackman pledges to bankroll any NYC mayoral candidate capable of defeating Zohran MamdaniAI is doing up to 50% of the work at Salesforce, CEO Marc Benioff saysUber in Talks With Its Founder, Travis Kalanick, to Fund Self-Driving Car DealUber is in talks with former CEO Travis Kalanick to help fund his prospective bid for the U.S. subsidiary of Chinese self-driving car company Pony.aiTyson workers authorize strike at Texas plant over CEO pay, labor practicesAl Brito, the president of Local 577, said the strike is in part a response to the Tyson CEO's pay: “We are bargaining with one of the most repulsively greedy and amoral corporations in the entire country. Last year, Tyson's CEO made 525 times that of the median worker.”Ford recalls over 130,000 Lincoln Aviators due to risk of parts detaching while driving

Scott Wapner and the Investment Committee discuss your playbook for a record high stock market as the second half is about to get underway. Plus, the desk share their latest portfolio moves. And later, the Committee debate the latest Call of the Day on Disney. Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss the record setting rally as both the S&P and the Nasdaq hit new highs.  Plus Brian Belski defends his $6,700 price target on the S&P. And later, the desk debate what to do with Nike after the stock surges following their Fiscal Q4 report.Investment Committee Disclosures

Scott Wapner and the Investment Committee debate their “New High Playbook” as stocks close in on another major milestone.  Plus, the desk discuss some of their stocks on the move. And later, Josh Brown reveals a new name for his “Best Stocks in the Market”Investment Committee Disclosures 

Scott Wapner and the Investment Committee debate the tech takeoff as the sector hits a new all-time high. Plus, Brian Belski calls in with his revised price target for the S&P 500.  And later, the desk debates the latest Calls of the Day.  Investment Committee Disclosures