Your Rate Cut Playbook 9/12/25

Update: 2025-09-12

Description

Scott Wapner and the Investment Committee discuss their rate cut playbook ahead of next week’s Fed meeting. Plus, the Committee making some major portfolio moves, they reveal the latest. And later, Netflix down almost 5% this week, the desk debate their streaming strategy as a Paramount & Warner Bros. partnership takes shape.

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.

Comments

In Channel

Your All-Time Highs Playbook 9/19/25

2025-09-1944:05

The Post-Fed Playbook 9/18/25

2025-09-1847:27

Awaiting the Fed Decision 9/17/25

2025-09-1748:02

The Road Ahead for the Record Rally 9/16/25

2025-09-1644:23

Alphabet Crosses the $3 Trillion Mark 9/15/25

2025-09-1546:28

Your Rate Cut Playbook 9/12/25

2025-09-1247:47

The Resilient Bull Run 9/11/25

2025-09-1147:23

Rethinking the AI Trade 9/10/25

2025-09-1046:13

Halftime Report live from Future Proof in Huntington Beach, California. 9/9/25

2025-09-0948:33

The Fate of the Record Rally 9/8/25

2025-09-0847:17

Rethinking the AI Trade 9/5/25

2025-09-0547:31

AI Trade Intact? 9/4/25

2025-09-0447:51

Alphabet’s Mega Move 9/3/25

2025-09-0347:16

Trading the Weak September Start 9/2/25

2025-09-0247:19

Your September Strategy 8/29/25

2025-08-2947:19

Reacting to Nvidia’s Earnings: Brad Gerstner Joins Us Live 8/28/25

2025-08-2858:07

Can Nvidia Earnings Match the Hype 8/27/25

2025-08-2847:25

The Road Ahead for Stocks 8/26/25

2025-08-2646:27

The Best Plays Post-Powell 8/25/25

2025-08-2552:54

The Post-Powell Playbook 8/22/25

2025-08-2247:11

00:00

1.0x

Your Rate Cut Playbook 9/12/25

#box-pro-ellipsis-175846811412794{-webkit-line-clamp:2;}Your Rate Cut Playbook 9/12/25

Your Rate Cut Playbook 9/12/25

CNBC

Your Rate Cut Playbook 9/12/25