Tech Pullback Stirs Market Fears 8/20/25

Frank Holland and the Investment Committee debate the tech pullback and what it could mean for a bigger pullback on the horizon. Plus, the desk shares their latest portfolio moves. And later, the XRT hitting a 52-week high, the committee debate how to trade the retail sector. 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 August 20, 2025.

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