Here's what market forces and company innovations Club members care about most

Club research director Jeff Marks and I convened our first annual meeting. People learned a ton about us and we learned a ton about you.

Here's what market forces and company innovations Club members care about most

I spent the day last weekend with CNBC Investing Club members in New York City. Research director Jeff Marks and I convened our first annual meeting and people learned a ton about us, including the interview that CNBC's Carl Quintanilla did with me.

We also learned a ton about our members and, of course, stocks in our portfolio.