Threats to the Momentum Rally 2/19/25
Scott Wapner and the Investment Committee debate the rally’s momentum and whether it’s starting to fade. Plus, the desk share their latest portfolio moves. And later, we get to the Setup on some key names reporting tomorrow.
Investment Committee Disclosures
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.