The Market Setup for the 2nd Half of the Year 6/29/26

Frank Holland and the Investment Committee debate the end of the quarter and discuss their trading strategy heading into the second half of the year. Plus, the Investment Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and…