Steve Weiss, a savvy portfolio manager, shares his investment strategies while navigating the post-rate cut landscape. He discusses stocks reaching record highs, focusing on tech’s volatile sector, especially semiconductors. Weiss reveals what he's selling and emphasizes the importance of market timing. The conversation shifts to Netflix's hedge fund interest and Uber's growth potential. They explore the energy sector's mixed performance amid geopolitical risks and the innovative influence of blockchain on investment accessibility.

Jenny Harrington and Steve Weiss debate on retail. Joe sells shares in JPMorgan, Uber, and Broadcom. Jim Lebenthal discusses Paramount’s pop on potential takeover.