Managing a Portfolio Full of Winners 6/4/26
Jun 04, 2026•47 min
Episode description
Scott Wapner and the Investment Committee debate whether you should stick with the winners in the market or rotate out of these high-flying stocks. Plus, the desk share their latest portfolio moves. And later, we look ahead to the Space X IPO, Leslie Picker joins us with the latest.
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.
For the best experience, listen in Metacast app for iOS or Android
