Listen "Is the Rally on Solid Ground? 11/4/25"
Episode Synopsis
Frank Holland and the Investment Committee discuss whether the rally is on solid ground with some signs of AI exhaustion and under the surface weakness dragging down stocks today. Plus, the desk debates whether Palantir's valuation is justified. And later, Josh Brown spotlights gold miners in his "Best Stocks in the Market." 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.
More episodes of the podcast Halftime Report
Can Stocks Rally to Year-End? 12/2/25
02/12/2025
The Final Month of Trade for 2025 12/1/25
01/12/2025
Will Stocks Rally into Year-End? 11/28/25
28/11/2025
The Setup for Stocks into Year-End 11/26/25
26/11/2025
The Tech Rebound and Market Rally 11/24/25
24/11/2025
Playing the Pop 11/21/25
21/11/2025
Looking Ahead to Nvidia Earnings 11/19/25
19/11/2025
Is a Bigger AI Correction Coming? 11/18/25
18/11/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.