The Set-Up for Stocks 10/21/25

Scott Wapner and the Investment Committee debate the set-up for
stocks as they continue rising higher today. Plus, the desk share
some of their latest portfolio moves, including Jim Lebenthal
buying more Cleveland-Cliffs. And later, we discuss whether the
private credit shock waves are fading 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.