Building a Strategy Amid the Uncertainty 4/6/26

Scott Wapner and the Investment Committee debate how they're managing their portfolio amid the geopolitical uncertainty in the markets. Plus, we hit the latest Calls of the Day. And later, the desk debates the race for AI names to go public and how you should position yourself ahead of their IPOs. 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 April 6, 2026.

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