The Rotation Conversation 7/12/24
Scott Wapner and the Investment Committee debate whether the rotation is real as stocks push higher today. Plus, the desk detail their latest portfolio moves. And later, Bill Baruch joins the Committee with his Options trade on Intel in what we’re calling “Your Best Option.”
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.