About this episode
Frank Holland and the Investment Committee debate whether the lighter than expected CPI number is a green light for a big rally. Wharton School Professor Jeremy Siegel joins us to weigh in on the latest numbers and how the Fed might respond now. Plus, big tech rallying today, the Committee take their positions on some of the biggest names in the sector. Also, one committee member making a lot of moves in this market. And later, Disney’s price target getting cut by multiple banks, how should you trade the stock from here? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.