Positioning your Portfolio into Mega-Cap Earnings 7/21/26

July 21 · 44 min · 42.3 MB

0:00-44:03

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Leslie Picker and the Investment Committee debate how they are positioning their portfolios ahead of mega-cap earnings. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights insurance names in his "Best Stocks in the Market."

Investment Committee Disclosures

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