Episodes

  • Inflation & Iran vs. Earnings & AI: Your Next Move 5/13/26
    May 13 2026

    Scott Wapner and the Investment Committee debate the state of the markets with inflation, Iran, earnings and AI all bearing down on stocks. Plus, we hit the latest Calls of the Day. And later, the desk assesses the value of private credit names as Ares Capital is named a top pick at Bank of America.

    Investment Committee Disclosures


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    44 mins
  • The Tech Trade Pulls Back From Records: Your Next Move 5/12/26
    May 12 2026

    Frank Holland and the Investment Committee debate how to trade tech stocks as the sector retreats from record highs. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Capital Market names in his "Best Stocks in the Market."

    Investment Committee Disclosures


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    51 mins
  • The Record-Setting Rally's Next Move 5/11/26
    May 11 2026

    Leslie Picker and the Investment Committee debate where the market is headed after hitting record highs. Plus, the desk share their latest portfolio moves. And later, we hit the latest Call of the Day on Diamondback Energy.

    Investment Committee Disclosures


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    44 mins
  • State of the AI Trade 5/8/26
    May 8 2026

    Scott Wapner and the Investment Committee discuss the state of the AI trade as the S&P runs towards another milestone level. The experts detail their latest portfolio moves. CNBC's Leslie Picker recaps her exclusive interview with Citigroup CEO Jane Fraser. CNBC's Michael Santoli joins with his Midday Word. The earnings setup is on Cisco Systems.

    Investment Committee Disclosures


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    47 mins
  • How Long can the AI Trade Carry Stocks? 5/7/26
    May 7 2026

    Scott Wapner and the Investment Committee debate whether AI stocks can carry the market and how you should position yourself in this environment. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Devon Energy in his "Best Stocks in the Market."

    Investment Committee Disclosures


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    44 mins
  • Stocks Surge on Iran Deal Hopes: Your Next Move 5/6/26
    May 6 2026

    Scott Wapner and the Investment Committee debate the surge in stocks as hopes for an Iran deal grows. They detail their next steps. Plus, the Committee share their latest portfolio moves. And later, Josh Brown calls in with an update on Flex in his "Best Stocks in the Market."


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    46 mins
  • Strong Earnings Lift Stocks: How You Should Trade it 5/5/26
    May 5 2026

    Scott Wapner and the Investment Committee debate how to navigate the market as strong earnings push stocks higher. Plsu, Josh Brown spotlights eBay and Casey's in his "Best Stocks in the Market." And later, the desk share their latest portfolio moves.


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    43 mins
  • Altimeter's Brad Gerstner on his Current Market Outlook 5/4/26
    May 4 2026

    Scott Wapner and the Investment Committee are joined live by Brad Gerstner, Founder and CEO of Altimeter Capital, to talk discuss where he sees the markets headed from here and how he's positioning his portfolio. Plus, the Committee share their latesr potfolio moves.

    Investment Committee Disclosures


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    52 mins