Episodes

  • A Tariff Turnaround 2/3/25
    Feb 3 2025

    Frank Holland and the Investment Committee debate the tariff turnaround as stocks come off their lows after the White House pauses tariffs on Mexico for one month. Plus, Joe Terranova details his quarterly ETF rebalance. And later, Brian Sullivan joins us with the latest on the oil markets as tariffs loom.

    Investment Committee Disclosures

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    44 mins
  • Nvidia’s No Good, Very Bad Week 1/31/25
    Jan 31 2025

    Scott Wapner and the Investment Committee debate Nvidia, Apple and Tariffs with special guest Jim Cramer. Plus, Deckers sinks on weak Q4 outlook, it's our Chart of the Day. And later, the desk discusses their latest portfolio moves.

    Investment Committee Disclosures

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    44 mins
  • Mega Cap Moment of Truth 1/30/25
    Jan 30 2025

    Scott Wapner and the Investment Committee debate the aftermath of Meta and Microsoft earnings and the look ahead for the market. Plus, the desk making some major portfolio moves, they reveal them all. And later, Josh Brown shares his best stocks in the market list.

    Investment Committee Disclosures

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    44 mins
  • The Moment of Truth for Mega Cap Tech 1/29/25
    Jan 29 2025

    Scott Wapner and the Investment Committee debate mega cap tech stocks as Meta and Microsoft report earnings tonight amid all the questions about Deepseek and what it means for their AI spend. Plus, the Committee share their latest portfolio moves in Apple, Vertiv, Booz Allen and more. And later, the desk discuss the latest Calls of the Day and how to trade the names.

    Investment Committee Disclosures

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    43 mins
  • AI and Big Tech 1/28/25
    Jan 28 2025

    Scott Wapner and the Investment Committee debate the AI fallout as Nvidia tries to bounce back after its worst selloff in years. Plus, former Disney CEO Michael Ovitz joins us to discuss AI, Tech, and what it means for the future of Media and Technology. And later, billionaire Investor Mark Cuban calls in to discuss the AI and tech trade.

    Investment Committee Disclosures

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    50 mins
  • The Deepseek Selloff 1/27/25
    Jan 27 2025

    Scott Wapner and the Investment Committee debate the AI stock plunge as fears of an emerging Chinese competitor take over the market. Plus, Josh Brown making a new buy in this home improvement name, he explains why he’s buying it now. And later, the Committee discuss the latest Calls of the Day.

    Investment Committee Disclosures

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    44 mins
  • The Road Ahead for the Record-Setting Rally 1/24/25
    Jan 24 2025

    Scott Wapner and the Investment Committee debate the road ahead for stocks with some making the case that this rally still has a long way to go. Plus, the desk debates some fintech Calls of the Day. And later, former NFL player Brandon Copeland joins us to discuss the big business of college football.

    Investment Committee Disclosures

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    48 mins
  • Battle Over the Broadening 1/23/25
    Jan 23 2025

    Scott Wapner and the Investment Committee debate the best way to play this bull market. The panel reacts to President Trump’s address to world economic leaders at Davos. The experts detail their latest portfolio moves. Josh Brown updates his best stocks in the market list.

    Investment Committee Disclosures

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    50 mins