Resilience and Rotation 1/15/26

Frank Holland and the Investment Committee discuss stocks trying
to rebound after back-to-back down days. Plus, the desk share
their latest portfolio moves. And later, Taiwan Semi's earnings
report reveals a 35% jump in profit on the AI boom. CNBC’s
Kristina Partsinevelos joins us to discuss the latest in the chip
space. The Committee shares their semis strategy. 


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.