Join Steve Weiss, an Investment Committee member known for his cautious and valuation-focused approach, along with Kevin Simpson, a sector-trade specialist, and Rob Seachin, an expert in healthcare and semiconductors. They dive into strategies for navigating record-high stock markets, debate the implications of recent Fed actions, and explore the valuations of giants like Alphabet and Meta. Insights into semiconductor leaders like AMD and Qualcomm emerge, along with healthcare plays, and the panel shares their best long and short picks for Q4.
