Lépjen offline állapotba az Player FM alkalmazással!
Navigating the "Everything Rally" 11/12/25
Manage episode 519076015 series 2862887
Scott Wapner and the Investment Committee debate how to trade the "Everything Rally" as stocks rebound. Plus, we discuss the AI Spending Frenzy, whether it will it be a boom or a bust for the sector and how you should trade it. CNBC's Seema Mody joins us with the latest on hyperscaler outlook. And later, the desk share their latest portfolio moves.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
1332 epizódok
Manage episode 519076015 series 2862887
Scott Wapner and the Investment Committee debate how to trade the "Everything Rally" as stocks rebound. Plus, we discuss the AI Spending Frenzy, whether it will it be a boom or a bust for the sector and how you should trade it. CNBC's Seema Mody joins us with the latest on hyperscaler outlook. And later, the desk share their latest portfolio moves.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
1332 epizódok
Все серии
×Üdvözlünk a Player FM-nél!
A Player FM lejátszó az internetet böngészi a kiváló minőségű podcastok után, hogy ön élvezhesse azokat. Ez a legjobb podcast-alkalmazás, Androidon, iPhone-on és a weben is működik. Jelentkezzen be az feliratkozások szinkronizálásához az eszközök között.