PLAY PODCASTS
The Final Push for the Year 12/29/25

The Final Push for the Year 12/29/25

Frank Holland and the Investment Committee size up the path for stocks as we close out 2025. Plus, the desk shares their latest portfolio moves. And later, we discuss some retail names in the athleisure space as Lululemon launches a proxy fight to overhaul the board. Investment Committee Disclosures

Halftime Report

December 29, 202544m 9s

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

Frank Holland and the Investment Committee size up the path for stocks as we close out 2025. Plus, the desk shares their latest portfolio moves. And later, we discuss some retail names in the athleisure space as Lululemon launches a proxy fight to overhaul the board.  

 

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.