
Trust the Recent Rally? 8/17/22
Frank Holland and the Investment Committee debate whether the recent rally can keep going as the market takes a breather today. Plus, fund flows show investors are piling back in to tech, the Committee debate if that’s a good move. And later, Cisco earnings after the bell, the Committee position themselves ahead of the report.
August 17, 202245m 0s
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Show Notes
Frank Holland and the Investment Committee debate whether the recent rally can keep going as the market takes a breather today. Plus, fund flows show investors are piling back in to tech, the Committee debate if that’s a good move. And later, Cisco earnings after the bell, the Committee position themselves ahead of the report. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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