Scott Wapner and the Investment Committee discuss the state of the growth trade, with Bill Baruch calling in to talk about his latest trade in the space. Plus, Altimeter Capital Founder & CEO Brad Gerstner joins us to discuss his outlook on tech and the market. And later, the desk talks about some of their stocks on the move today. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.