Back on Track 1/17/25

Frank Holland and the Investment Committee discuss the Dow and S&P as they head for their best weeks since November with rates falling and big tech popping. Plus, the desk making some major portfolio moves, we reveal them all. And later, the Committee 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 January 17, 2025.

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