PLAY PODCASTS
The AI Spend-A-Palooza 2/5/26

The AI Spend-A-Palooza 2/5/26

Scott Wapner and the Investment Committee are live from San Francisco to debate the surge in AI spending and how you should trade it. Plus, the desk share their latest portfolio moves. And later, we've got not one, but two legendary NFL Quarterbacks joining us: Four time Super Bowl Champion Joe Montana and Super Bowl 17 winner Joe Theismann. They discuss football, business and investing. Investment Committee Disclosures

Halftime Report

February 5, 202647m 21s

Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

Scott Wapner and the Investment Committee are live from San Francisco to debate the surge in AI spending and how you should trade it. Plus, the desk share their latest portfolio moves. And later, we've got not one, but two legendary NFL Quarterbacks joining us: Four time Super Bowl Champion Joe Montana and Super Bowl 17 winner Joe Theismann. They discuss football, business and investing. 

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.