Tech Earnings Drive the Rally 7/31/25

Frank Holland and the Investment Committee discuss the record rally as tech earnings drive stocks to fresh all-time highs. Plus, Leslie Picker brings us the latest from her interview with JPMorgan Chase Chairman & CEO Jamie Dimon. And later, the Investment Committee share 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.

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This episode is 43 minutes long.

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This episode was published on July 31, 2025.

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