Brian Sullivan and the Investment Committee debate how much is left in the tank for stocks, as the market posts new record highs for the month. Is a correction coming this fall?
Plus, big news on PayPal. And, the latest damage from Hurricane Ida and how it will affect the energy sector. And later, the airlines trade. New fears about demand as we head in ... Show More
Today
The Road Ahead for Stocks 8/26/25
Scott Wapner and the Investment Committee debate the markets, the future of the Fed, and some new reporting on Apple’s AI ambitions. The experts react to stock moves in Netflix, Uber, Eli Lilly, AT&T, and Oklo. The desk talks about the state of the restaurant trade. Josh Brown up ... Show More
44m 10s
Aug 22
The Post-Powell Playbook 8/22/25
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. Inve ... Show More
44m 32s
May 2023
From Inflation, to Disinflation - What it Means for the Market. And the Risk Inherent in the Tech Rally 5/31/23
Commodity prices got crushed in May, with crude oil seeing its worst month since November 2021. So will falling prices become a tailwind for the consumer and the market? Plus, while tech stocks have been rallying in the last few weeks, one top investor says the run has come too f ... Show More
45m 3s
Mar 2022
What the Dollar Surge Means For Markets, and Two Tales of Transports
Commodities and the dollar jumping this week as markets take another big breather. But will the downtrend continue in the coming weeks? The traders break down their outlook. Plus, the airlines have taken a major hit in recent days, but the broader transports actually eked out a g ... Show More
22m 17s
Apr 2024
A Puzzling End To The Week… And More Room To Run In Energy’s Price Spike 4/5/24
Stocks bouncing back after yesterday’s big sell off. But between a hot jobs report, hawkish Fed talk, and even a literal earthquake… is a market rally the normal reaction? Plus even more room to go in energy’s price spike. The pain at the pump, and where energy stocks could be he ... Show More
43m 40s