Are Stocks and the Fed on a Collision Course? 8/14/25

Scott Wapner and the Investment Committee debate whether stocks and the Fed are on a collision course. Plus, Kevin Simpson shares his many portfolio moves. And later, the desk discuss the latest Calls of the Day. 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.

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This episode is 44 minutes long.

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This episode was published on August 14, 2025.

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