Consensus rally risks and AI labor concerns

Courtney Reagan and the Investment Committee debate the setup for stocks in 2026 and how you should position your portfolio.  Plus, the desk give you their top picks for 2026 and explain why these names are going higher. And, the Committee shares their latest portfolio moves. 

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.