The Future of the Rally 7/18/25

Frank Holland and the Investment Committee debate the future of the rally as next week brings key economic data and quarterly earnings from nearly 20% of the S&P. Plus Kevin Simpson making some major portfolio moves, he shares them all with the Committee. And later, we hit the latest Calls of the Day on Eli Lilly and Materion. 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 July 18, 2025.

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