Rethinking the AI Trade 9/5/25

Frank Holland and the Investment Committee debate the AI trade after another big pullback in shares of Nvidia. Plus, Broadcom soars to new highs after earnings, it’s our Chart of the Day. And later, the desk shares their latest portfolio moves. 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.

What this episode covers

NOW PLAYING

0:00 44:17

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

The Bolt Report | 14 May

May 14, 2026 ·26m

What is The Great Replacement? - Questions For Corbett

May 13, 2026 ·33m

The Bolt Report | 13 May

May 13, 2026 ·49m

Life and death and psilocybin

May 13, 2026 ·33m

Trump has officially rejected Iran’s latest proposal as tensions across the Middle East continue to escalate. Tue, May 12th

May 12, 2026 ·32m

Northern California Crime Update: Serial Killer Sentenced, Jail Fentanyl Death Investigation

May 12, 2026 ·2m

Similar Podcasts

My Take On It with Your Angelic Karma® Your Angelic Karma Here we take a look at how the United States measures alongside other First World Nations. + taking a deep dive into the science -The Report Sacramento, California Crime Report Inception Point Ai Sacramento, California Crime Report is your go-to podcast for the latest updates and in-depth analysis of crime trends in the Sacramento area. Join us as we explore real cases, discuss law enforcement efforts, and offer expert insights into the community's safety. Stay informed and engaged with comprehensive coverage of everything from local crime stories to broader criminal justice issues affecting Sacramento. Tune in for weekly episodes that dive into the data and deliver the facts you need to stay aware in California's capital city. For more info go to https://www.quietplease.ai Check out these deals https://amzn.to/48MZPjsThis show includes AI-generated content. Chandler, Arizona Crime Report Inception Point Ai Chandler, Arizona Crime Report is your go-to podcast for the latest crime news and safety updates in Chandler, Arizona. Stay informed with in-depth analysis, expert interviews, and real-time information to help you understand local crime trends and keep your community safe. Don't miss an episode and stay ahead with Chandler's comprehensive crime coverage. Tune in now for essential insights and updates. For more info go to https://www.quietplease.ai Check out these deals https://amzn.to/48MZPjsThis show includes AI-generated content. Outside/In NHPR Outside/In: Where curiosity and the natural world collide.Look around, and you’ll find everything is connected to the natural world. At Outside/In, we explore that idea with boundless curiosity. We report from disaster zones, pickleball courts, and dog sled kennels, and talk about policy, pop culture, science, and everything in between. From the backcountry to your backyard, we tell stories that expand the boundaries of environmental journalism. Outside/In is a production of NHPR. Learn more at outsideinradio.org

Frequently Asked Questions

How long is this episode of Halftime Report?

This episode is 44 minutes long.

When was this Halftime Report episode published?

This episode was published on September 5, 2025.

What is this episode about?

Can I download this Halftime Report episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!