Episodes
Scott Wapner and the Investment Committee debate whether there’s any relief in sight for stocks after another disappointing quarter closes today. Plus, Nike is on pace for its worst day in two years, Stephanie Link calls in to explain why she’s holding the stock. And later, some big Calls of the Day on Disney and McDonald’s, the Committee take their positions on these household names.
Published 09/30/22
Stocks sinking after rallying yesterday. Scott Wapner and the Investment Committee debate the big drop in big tech stocks. Plus, the committee is making a lot of moves in this volatile market. We reveal and debate their latest buys and sells. And, why one of the oldest investing strategies in the book may be starting to look good again.
Published 09/29/22
Published 09/29/22
Stocks rally as the UK government intervenes. Scott Wapner and the investment committee live at Delivering Alpha to debate if stocks are anywhere close to bottoming. Plus, Apple sinking on reports it plans to drop production increases for its iPhone. What this could mean for the markets and tech. Plus, famed short-seller Jim Chanos joins us live to discuss his current position on the market and where he sees it going in the next few months.
Published 09/28/22
Scott Wapner and the Investment Committee debate if the Fed has gone too far, too fast and whether it will it cause stocks to crash and the economy to tank. Plus, Brian Belski of BMO Capital joins us to reiterate his belief that the S&P will end higher on the year. And later, the Committee is making some moves in the energy space, they reveal their trades.
Published 09/27/22
Stocks retesting their June lows in the last trading week of a volatile month. Dom Chu and the Investment Committee debate how much lower the market goes from here. Plus, tech coming off its worst 2-week stretch since the start of the pandemic. And, the Investment Committee share the major moves they are making in their portfolios.
Published 09/26/22
The Dow falling below its June lows and the S&P falling below its June closing low. Scott Wapner and the Investment Committee debate the most crucial question for the market, how far will stocks fall from here? Wharton Professor Jeremy Siegel weighs in on everything from the Fed, inflation and the markets. Plus, tech getting wrecked and one committee members is making moves in the space.
Published 09/23/22
Scott Wapner and the Investment Committee debate the playbook for stocks on the back of the Fed’s latest rate hike and forecasts. Plus, Josh Brown reveals his 3 new buys in this markets. Also, is it time to start buying the big banks? And later, the list of cheap stocks that are trading below their pre-covid levels and that Wall Street loves.
Published 09/22/22
The Fed getting ready to raise rates again. Scott Wapner and the Investment Committee debate how to position from here. Also, is tech the most at risk from a rate hike? Plus, the biggest street calls you need to know about today. And, big bank CEOs testify on capitol hill. The Committee debates what’s next for the sector.
Published 09/21/22
As bond yields continue to hit new highs as the Fed gets ready to raise rates tomorrow, Scott Wapner and the Investment Committee debate if stocks can keep going higher in the face of it all. Plus, NVIDIA rolling out new products, has the battered stock reset? And later, a Call of the Day on Diamondback Energy, the Committee take their positions in the energy sector.
Published 09/20/22
Scott Wapner and the Investment Committee debate this critical week ahead with a Fed rate hike looming and stocks sitting at key levels. Plus, the Committee making some major moves in dividend stocks. They reveal their new buy and favorite picks. And later, a big bullish call on beaten down housing stocks. Is it time to buy these names to get ahead of the curve?
Published 09/19/22
Scott Wapner and the Investment Committee discuss what FedEx’s big warning is signaling about the economy and what it may mean for the Fed’s rate hike plan. Plus, the committee is making a lot of moves in this market. They unveil their latest buys and sells. And later, a number of bullish calls on the beaten down cloud names. The desk debates if it’s safe to buy them yet.
Published 09/16/22
Scott Wapner and the Investment Committee debate whether a big market decline is coming. Altimeter Capital’s Brad Gerstner joins us to weigh in on where the tech wreck goes from here and reveal his new buys. And later, the legendary Al Michaels joins us to talk about Amazon’s new venture into Thursday Night Football.
Published 09/15/22
The day after the massive market meltdown. Frank Holland and the Investment Committee debate whether stocks are going to retest the June lows. Plus, a number of mega-cap tech names hitting new 52-week lows, how should you position your portfolio in this sector? And, hunting for ‘quality’ stocks. The names that may be worth considering in this market.
Published 09/14/22
The latest key inflation read coming in hotter than expected. Scott Wapner and the Investment Committee debate what it means for the Fed’s rate hike plan and your money. Plus, Wharton’s Jeremy Siegel joins us to break down all the data and discuss if the Fed is going to make a big policy mistake. And, energy hanging in today’s selloff. One stock in the group actually rallying today. It’s a Josh Brown stock – he weighs in.
Published 09/13/22
Scott Wapner and the Investment Committee debate the big week ahead for stocks as tomorrow’s critical inflation read on the CPI could threaten the current rally. Plus, Skybridge Capital’s Anthony Scaramucci joins us to discuss whether the crypto winter is getting any closer to changing seasons. And later, Joe Terranova explains why he’s buying Disney at the close.
Published 09/12/22
While stocks push higher today, Dom Chu and the Investment Committee debate a big warning from a major investor about why stocks could fall to their June lows. Plus, Jim Lebenthal is buying more of one Dow component that’s in his portfolio. And later, two big software stocks getting ready to report earnings next week. The committee gets you ready.
Published 09/09/22
Scott Wapner and the Investment Committee discuss if the markets are now on the same page as the Fed and how investors position from here. Plus, Josh Brown has two new buys in the energy space. He’s also adding to a name that’s already in his portfolio.
Published 09/08/22
The Nasdaq coming off its longest losing streak since November 2016. Scott Wapner and the Investment committee discuss how much pain is ahead. Plus, Apple kicks off its iPhone event. How the Committee is positioning into it. And, oil tanking 5% today. Veteran energy trader, Mark Fisher, makes a surprise call into the show to give us his take on the drop.
Published 09/07/22
Scott Wapner and the Investment Committee discuss where stocks go from here after 3 weeks of losses. Plus, Apple gets ready for its big iPhone event, can the tech behemoth save the tech sector? And later, some Calls of the Day on Fedex, with a price target cut, the Committee weigh in on the transports sector.
Published 09/06/22
Not too hot, not too cold. Scott Wapner and the Investment Committee debate what the latest jobs report means for the Fed’s next rate hike and for stocks. Plus, we’re gearing up for Apple’s big iPhone event next week, the Committee take their position on the stock. And later, we’ve got some Calls of the Day on the cybersecurity names, should you put money in the sector?
Published 09/02/22
Stocks are sliding again today as September trading gets underway, Scott Wapner and the Investment Committee debate whether this month will be treacherous for stocks and how you should trade it. Plus, Cathie Wood’s Ark funds sees the biggest monthly outflow in nearly a year, the Committee weigh in on her picks. And later, NVIDIA shares are down 9% after the US announces new licensing rules against the company, what should you do with the stock from here, the Committee take their positions.
Published 09/01/22
Stocks on pace to end the month with losses. Scott Wapner and the Investment Committee debate what September will hold for stocks following a choppy August. Plus, oil on track for its worst month of the year – what is it signaling for the red-hot energy sector? And later, a bullish call on PayPal. The committee take their positions on the fintech space.
Published 08/31/22
Scott Wapner and the Investment Committee debate a critical level for stocks today, what should you do from here. Plus, Mohamed El-Erian was listening to the show and calls to discuss what the Fed will do next on inflations and rates. Also, the committee making major moves in this market. And later, CrowdStrike set to report earnings after the bell – Josh Brown tells you the one metric you should watch.
Published 08/30/22
Jerome Powell’s speech still reverberating through the market, sending stocks lower. Scott Wapner and the Investment Committee debate the fate of the market and what you should do from here. Plus, Tech stocks coming off their worst week since June, why one committee member is planning to buy more Apple.
Published 08/29/22