Navigating the Volatile Market 2/2/26

Scott Wapner and the Investment Committee debate the volatility in the market and how you should position your portfolio to navigate it. Plus, the desk share their latest portfolio moves, including a JOET rebalance. And later, we get to the Setup on some key Committee names reporting in the next 24 hours. 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 was published on February 2, 2026.

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