Gaming and resorts amid geopolitical risk

Scott Wapner and the Investment Committee debate how they're managing their portfolio amid the geopolitical uncertainty in the markets.  Plus, we hit the latest Calls of the Day. And later, the desk debates the race for AI names to go public and how you should position yourself ahead of their IPOs. 

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.