The 2025 Portfolio Rebalance 1/3/25
Jan 3 2025
Length: 45 mins
Podcast

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The 2025 Portfolio Rebalance 1/3/25

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Summary
Courtney Reagan and the Investment Committee debate the big moves the desk is making as we start a new year of trading. Plus, the Committee discuss the latest Calls of the Day on Netflix, Dell, TJX and more. And later, the road ahead for crypto in 2025.
Investment Committee Disclosures

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