Software Sell-Offs and AI Disruption Narrative

Frank Holland and the Investment Committee debate the road ahead for the rally and how to position your portfolio.  Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights CBRE Group in his "Best Stocks in the Market." 

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.