The Post-Powell Playbook 8/22/25

Frank Holland and the Investment Committee debate the Post-Powell
Playbook following Jerome Powell’s highly anticipated speech in
Jackson Hole. Plus, the desk share their latest portfolio moves.
And later, we discuss the latest Calls of the Day on Roblox,
Snowflake and more. 


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.