About this episode
Scott Wapner and the investment committee discuss the run in rates and the fallout for stocks. Plus, a look ahead to mega cap earnings. The panel reviews their latest portfolio moves. The chart of the day is SLB. The calls of the day are on Uber and McDonald’s. 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.