The Post-Powell Playbook 8/22/25
Frank Holland and the Investment Committee debate the Post-Powell Playbook following Jerome Powell’s highly anticipated speech in Jackson Hole. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day on Roblox, Snowflake and more.
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.