Scott Wapner and the investment committee debate if it’s time to rotate back into the so-called ‘stay-at-home’ stocks. Plus, Ariel Investment’s John Rogers on where he’s putting money to work

And, a bold call on some big energy stocks.

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