Is the Rally on Solid Ground? 11/4/25

Frank Holland and the Investment Committee discuss whether the rally is on solid ground with some signs of AI exhaustion and under the surface weakness dragging down stocks today. Plus, the desk debates whether Palantir's valuation is justified. And later, Josh Brown spotlights gold miners in his "Best Stocks in the Market." 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 November 4, 2025.

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