About this episode
Brian Sullivan and the Investment Committee debate whether investors are being too bullish as stocks eye fresh record highs. Plus, the desk shares their latest portfolio moves including a sell on ASML and a trim of Netflix. And later, the Committee debate the latest Calls of the Day. 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.