State of the Tech Trade 7/11/23
Scott Wapner and the Investment Committee debate the risk-reward of this year’s best sector. The Call of the Day is on Uber, it’s Evercore ISI’s new #1 top pick. The panel discusses where to be in the banks ahead of earnings. The Chart of the Day is a new all-time high for the industrials. We also hit a few more street calls on Disney. Investment Committee Disclosures
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Show Notes
Scott Wapner and the Investment Committee debate the risk-reward of this year’s best sector. The Call of the Day is on Uber, it’s Evercore ISI’s new #1 top pick. The panel discusses where to be in the banks ahead of earnings. The Chart of the Day is a new all-time high for the industrials. We also hit a few more street calls on Disney.
Investment Committee Disclosures
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