Frank Holland and the Investment Committee debate trading the tech bounce ahead of the crucial Fed decision. CNBC’s Senior Economics Reporter Steve Liesman joins us with what he’s expecting from Fed Chair Jerome Powell. And later, the desk discuss the latest Calls of the Day.
Investment Committee Disclosures
Aug 7
Trading the Tech Surge: Your Next Move 8/7/26
Scott Wapner and the Investment Committee debate their strategies as tech stocks surge. 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 ... Show More
43m 38s
Aug 6
Debating the Road to S&P 8,000 8/6/26
Scott Wapner and the Investment Committee debate what catalysts the market needs to get the S&P to 8,000 by year end. Plus, we discuss how to trade SpaceX now that company insiders can sell stock. And later, Josh Brown spotlights Visa in his "Best Stocks in the Market." Investmen ... Show More
46m 55s
Aug 5
Stocks Extend Record Highs: The Investment Committee's Strategy 8/5/26
Scott Wapner and the Investment Committee debate whether the S&P 500 is headed for 8,000 as stocks extend their record highs. Plus, SpaceX sinks on soaring AI costs, shareholder Kevin Simpson calls in with his strategy on the stock. And later, Uber is lower after reporting weaker ... Show More
44m 8s
Jul 2025
SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25
<p>Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia co ... Show More
43m 21s
May 2025
Fed Decision On Deck… And Novo Nordisk Gears Up To Report 5/6/25
<p>Another key Fed decision on deck, as the recent stock market bounce loses steam. What to expect from Fed Chair Jerome Powell, and what it will mean for the market’s next move. Plus Earnings season in full swing, and Wegovy-maker Novo Nordisk is ready to report. Why one top hea ... Show More
43m 52s
Feb 2023
CNBC Special Report: Taking Stock 2/14/23
<p>CNBC’s Frank Holland has your post-CPI playbook. Bleakley Advisory Group’s Peter Boockvar discusses the hotter-than-expected CPI report and what it means for the Fed going forward. David Steinberg, co-founder and CEO of Zeta Global, a data-driven cloud marketing company, discu ... Show More
44m 51s
Sep 2024
US financials under pressure and tech stocks rising as bond yields fall
<p>Tech stocks led the charge overnight, while financials felt the pinch, as yields fell, and the S&P 500 eked out a gain. But despite the market's mixed signals, all eyes were on the presidential debate between Kamala Harris and Donald Trump - and some believe Harris may hav ... Show More
12m 28s
Dec 2023
Looking Ahead to Fed Decision and Clarity on Inflation
Dr. Steven Skancke, Chief Economic Advisor at Keel Point, shares his thoughts on the FOMC meeting and looking for clarity on the Fed’s views on inflation and interest rates. Brendan Coughlin, Vice Chairman and Head of Consumer Banking at Citizens Financial Group, discusses delvin ... Show More
28m 56s