About this episode
The great tech Sell-off continues, Scott Wapner and the Investment Committee debate whether there’s more pain ahead. Or, is the growth trade is nearing a bottom. Plus, JP Morgan’s Chief Global Markets Strategist Marko Kolanovic joins us to discuss how much trouble tech is in and why he believes the rotation to value has started for real! Plus, the Investment Committee making a lot of moves in this market, they share them with you. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.