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Is the Rally on Solid Ground? 11/4/25

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Manage episode 517723424 series 2862887
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Frank Holland and the Investment Committee discuss whether the rally is on solid ground with some signs of AI exhaustion and under the surface weakness dragging down stocks today. Plus, the desk debates whether Palantir's valuation is justified. And later, Josh Brown spotlights gold miners in his "Best Stocks in the Market."

Investment Committee Disclosures


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1327 episodes

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Is the Rally on Solid Ground? 11/4/25

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Manage episode 517723424 series 2862887
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Frank Holland and the Investment Committee discuss whether the rally is on solid ground with some signs of AI exhaustion and under the surface weakness dragging down stocks today. Plus, the desk debates whether Palantir's valuation is justified. And later, Josh Brown spotlights gold miners in his "Best Stocks in the Market."

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.

  continue reading

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