Second Half Strategy 7/1/24

FromHalftime Report

Start listening View podcast show

Second Half Strategy 7/1/24

FromHalftime Report

ratings:

Length:

44 minutes

Released:

Jul 1, 2024

Format:

Podcast episode

Description

Frank Holland and the Investment Committee discuss a second half strategy with stocks near record highs and tech up nearly 30 percent this year. Plus, the Committee share their latest trades. And later, Energy stocks hitting a speed bump, the desk discuss their top energy picks. Investment Committee Disclosures

Released:

Jul 1, 2024

Format:

Podcast episode

Titles in the series (100)

Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.

Skip carousel

Delta, Disney, and your Dollars: Scott Wapner and the Investment Committee debate Disney’s big earnings beat and what it means for the stocks. Plus, what do the numbers say about the reopening trade. And later, we take a look at next week’s flood of retail earnings reports, what should you buy ahead of the news. And, Pete Najarian has his latest trades in Unusual Activity. by Halftime Report
45 min listen
The Biggest Correction of the Year?: Scott Wapner and the Investment Committee are joined by Mad Money’s Jim Cramer to discuss whether the biggest correction of the year is coming. Which stocks are the most vulnerable and how should you protect your portfolio? Plus, we check out some Calls of the Day on Netflix and Disney, are they a buy here? And, Nvidia and Cisco Systems report earnings after the bell. Cramer and committee take their positions. by Halftime Report
44 min listen
4 Reasons to Stick with Stocks: Scott Wapner and the investment committee debate four big calls on the street, making the case for the record rally to continue. Also, some stunning numbers on where money is flowing in this market. Plus, one year ago today, Jenny Harrington made a bet with Josh Brown that one of the stocks in her portfolio would outperform one particular name in Josh Brown's portfolio. Josh joins the committee - how that bet played out and where these two stocks go from here. Plus, Jon Najarian’s latest trades in unusual activity by Halftime Report
44 min listen
U.S. Stocks Downgraded: Time to get Cautious?: Frank Holland and the Investment Committee debate whether it’s time to get ready for a correction, as stocks get downgraded today. What’s the best way to navigate this market and where’s the best place for your money headed into the Fall. Plus, Apple hitting all-time highs as it reveals the date for its big product event. How to trade it from here. Netflix also hitting an all-time, with the stock rallying 25% in the past 3-months, should you buy at these levels? Plus, Pete Najarian’s latest trades in Unusual Activity. by Halftime Report
45 min listen
Record Highs & Fed in Focus: Frank Holland, filling in for Scott Wapner today, is joined by the Investment Committee to discuss one of the most important weeks of the year. Jerome Powell and the Fed are getting ready to speak about the state of the economy and Fed policy. The Committee shares their moves ahead of the news and talk about how you should position your portfolio for the months ahead. Plus, the investment committee making a lot of moves – they reveal their latest buys and sell. by Halftime Report
45 min listen
What will get the record rally running again?: Retail Sales beat, but stocks still drop, Frank Holland and the Investment Committee debate what this means for the broader market and where you should put your money now. Plus, Casinos getting downgraded in our Call of the Day, we discuss how to trade it. And later, China’s crackdown on video games could mean its game over for some high flying names. by Halftime Report
44 min listen
The State of Stocks and your Next Move: As stocks march to new all-time highs, Frank Holland and the Investment Committee discuss the next moves you should be making with your money. Plus, Apple and Microsoft are sitting out of this rally, what’s that mean for the broader market? And later, we cover the Calls of the Day on some consumer names. by Halftime Report
45 min listen
Worry vs. Momentum: Scott Wapner and the investment committee debate whether the strong year for stocks will be enough to overcome rising risks to the record rally. Plus, airlines cutting their outlook. Is the reopening trade in trouble? And, Hall of fame sport broadcaster, Al Michaels, joins the investment committee to discuss the kick-off to the NFL season. by Halftime Report
45 min listen
Is the Market on the Cusp of a Correction?: Scott Wapner and the Investment Committee debate whether the market is on the cusp of a correction as another read on the American consumer badly misses expectations. Jonathan Krinsky joins us to discuss his latest note with a bold warning, “Don’t buy the dip.” And later, we discuss some new highs in healthcare and casinos. by Halftime Report
47 min listen
Impact of Fed Taper on Stocks: Growing support for a faster taper from the Fed. Scott Wapner and the Investment Committee debate what that would mean for stocks – rally on? Or, is a correction more likely? Wharton School’s Jeremy Siegel tells us where he sees stocks and inflation going from here. Plus, the investment committee making a ton of moves in this markets. And, it’s a big week for retail earnings. How to play it ahead of the results. by Halftime Report
45 min listen
Taper Talk: how to play it: Tyler Mathisen and the Investment Committee discuss the flood of headlines from Fed officials ahead of Jerome Powell’s big speech tomorrow, how will the market react and what should you do to prepare? Plus, the Committee share their latest moves. And later, retail investors are joining Cathie Wood and jumping back into China, the Committee debates if that’s the right move. by Halftime Report
44 min listen
Breakdown or Bounce? What’s next for Stocks: The S&P is coming off its worst week since June, Scott Wapner and the Investment Committee debate if stocks are setting up for a bounce, or is more pain to come? Plus, we cover the Call of the Day on commodities, Goldman Sachs saying in a note that the sector is under-invested. And later, Leslie Picker joins us to discuss her exclusive interview with Apollo’s new CEO, Mark Rowan, on his vision for the company and its future. by Halftime Report
44 min listen
The Rally Continues, But For How Long?: Scott Wapner and the Investment Committee discuss the continued rally in stocks and whether they see any road blocks ahead. Plus, Altimeter Capital’s Brad Gerstner, Blackrock’s Rick Rieder, and Former Dallas Fed President Richard Fisher join us to weigh in with their view of the market, inflation, the Fed, and more. Plus Jon Najarian’s latest trades in Unusual Activity. by Halftime Report
44 min listen
Risks to the Record Rally: The S&P on track to post more record closing highs in August than any other month this year. Brian Sullivan and the Investment Committee debate where there may be risk and where to put your money to work from here. Plus, Zoom shares having their second worst day ever, despite posting its first billion dollar revenue quarter. Should you buy on the drop? And, what does it mean for the stay-at-home trade? And later, cyber-security stocks having a good month as CrowdStrike gets ready to report after the bell. The committee take their positions. by Halftime Report
44 min listen
The New Best Performing Sector: Stocks hitting record highs again and one under-the-radar sector is on a record run. Brian Sullivan and the investment committee discuss if you can still get in on the action in real estate stocks and REITS. Plus, after a strong August, Financials are now the worst performing sector this week. Is the big-bank run done? And, Pete Najarian has his latest trades in Unusual Activity by Halftime Report
45 min listen
Big Jobs Miss: What it Means for Stocks: Scott Wapner and the Investment Committee debate the state of stocks after a jobs miss and a volatile week. Morgan Stanley’s Chris Toomey tells us why it may be time to get cautious. Plus, we cover the Calls of the Day on Home Depot and Lowe’s, what do the downgrades mean to the sector. And later, Pete Najarian shares some Unusual Activity in 2 big names. Earnings season kicks off next week. The committee get you ready with trades ahead of the results by Halftime Report
45 min listen
The Rally’s Red Flags: Scott Wapner and the Investment Committee debate whether the risks for your money are mounting or overblown. Stocks are not far from recent record highs, so the Committee goes hunting for the rally’s red flags. Plus, we cover some Calls of the Day on multiple big oil stocks, how should you trade them? And later, we get to your questions in Ask Halftime by Halftime Report
45 min listen
Risks to the Record Rally: Scott Wapner is back with the Investment Committee to debate if this is as good as it gets for stocks and where to invest your money from here. Should you keeping betting on big-tech? Or, the cyclical trade? Adam Parker of Trivariate research weighs in with his thoughts. Plus, a stock that’s up more than 40% in the past 3-months just got its price target raised to a new street high. The committee debate it in Call of the Day. And, the trade ahead of Gamestop and Lululemon’s earnings after the bell. by Halftime Report
45 min listen
Tale of Two Mega-Cap Techs: Microsoft hitting all-time highs, but Amazon trading at two-month lows. Scott Wapner and the investment committee debate which mega-cap name means more to this market right now. Plus, Josh Brown just added a new stock to his portfolio. He joins the committee to reveal the names and explain why he bought it. And later, Pete Najarian gives us his latest trades in Unusual Activity. by Halftime Report
45 min listen
Safe to Buy the Dip? Or too Soon?: Stocks coming off their worst day since mid-May. Scott Wapner and the Investment Committee debate if it’s safe to buy on this drop, or is it too soon? Plus, Morgan Stanley’s Mike Wilson tell us why a 20% correction for stocks is beginning to look more likely. Plus, Uber shares rallying on a positive outlook. Is it time to add this name to your portfolio? And, Fedex earnings after the bell. Should you buy ahead of the numbers? by Halftime Report
45 min listen
The State of the Record Rally: Scott Wapner and the Investment Committee debate the record rally and if this week confirmed or put into question the future of the move. Plus, Josh and Steve discuss NVIDIA, what is the stock worth and how you should trade it. And later, Jon Najarian sees some Unusual Activity in two consumer names. by Halftime Report
47 min listen
Keep Riding the Record Rally?: Brian Sullivan and the Investment Committee debate how much is left in the tank for stocks, as the market posts new record highs for the month. Is a correction coming this fall? Plus, big news on PayPal. And, the latest damage from Hurricane Ida and how it will affect the energy sector. And later, the airlines trade. New fears about demand as we head into Fall. by Halftime Report
45 min listen
Taper Coming: Your Next Money Move: Fed Chair Powell signaling policy makers may start to pull back on stimulus this year but rate hikes are not imminent. Brian Sullivan, in for Scott Wapner, and the investment committee debate what that means for the markets and your portfolio from here. Plus, should you stick with the tech trade with tapering on the horizon? Plus, two major sectors of the reopening soaring this week, but both still well off their highs. Is it time to buy? And, Pete Najarian reveals his newest trades in Unusual Activity. by Halftime Report
45 min listen
Breakout or Breakdown: What’s Next?: Breakdown? Or breakout? Scott Wapner and the Investment Committee debate what will be the next catalyst for this market. Plus, JPMorgans’s Dubravko Lakos joins the committee to lay out his bullish case for stock. He just raised his year-end target for the S&P 500 to 4,700. Plus, casino stocks getting whacked lately, but one of the committee members is buying. Find out which stock and why. by Halftime Report
44 min listen
Rally on? Or, as good as it gets?: The S&P posting seven straight months of gains and the Nasdaq is hitting new record highs. Brian Sullivan and the investment committee debate if investors should keep riding the rally. Or, if this is as good as it gets for stocks into the year-end. Also, one of our committee members making a new buy in one of the FANG names. Plus, Mr. Wonderful, Kevin O’Leary, calls in to the show to unveil his new stock buy. by Halftime Report
44 min listen
Are Stocks Broken or Buyable?: Scott Wapner and the Investment Committee discuss the state of stocks. Are they broken or buyable, and is the correction closer as interest rates move higher? Plus, one of the most successful commodity traders, Mark Fisher, joins us to explain why he thinks energy prices are going much higher from here. And later, we hit some Calls of the Day on a commodity and an industrial stock. by Halftime Report
45 min listen
The Tech Takedown and How to Trade it: Tech taken down by rising rates. Scott Wapner and the Investment Committee discuss how to navigate today’s big drop. Fundstrat’s Tom Lee joins us to weigh in and defend his bullish thesis for the market. Plus, all the moves the investment committee is making right now – their latest buys and sells. And later, Pete Najarian shares some Unusual Activity in two names. by Halftime Report
47 min listen
Fleeing the Financials: New data showing the 2nd biggest outflow from financials since the pandemic began. Scott Wapner and the Investment Committee debate if the bull run in banks is done. Plus, a major legal setback for Apple. What it means for the stock and investors. And, the Committee reflects on the 20-year anniversary of the 9/11 attacks. by Halftime Report
44 min listen
Market Milestone: Nasdaq 15K: Frank Holland and the Investment Committee discuss the NASDAQ hitting a new all-time high and what that means for your money in tech. Should you stay invested or look for the exit? Plus, Morgan Stanley out with a list of stocks to buy and hold over the next year, the committee weighs in. And later, Jon Najarian sees some Unusual Activity in some travel and healthcare names. by Halftime Report
45 min listen
A Big Rally on the Horizon?: Scott Wapner and the Investment Committee discuss the rally in stocks and whether an even bigger rally is coming soon. Brian Belski joins us to weigh in on what he sees in store for stocks. Plus, a Call of the Day on Moderna, the stock reacting to news from the FDA approving the company’s vaccine. And later, Jon Najarian shares some Unusual Activity he’s seeing in two energy names. by Halftime Report
44 min listen

More Episodes from Halftime Report

Skip carousel

Stocks Hit New Highs after Jobs Report 7/5/24: Scott Wapner and the Investment Committee debate stocks at record highs led once again by several mega cap tech names. Plus, Jenny Harrington and Bill Baruch making some moves in their portfolios, they share all the details. And later, charged for checking? The Committee discuss how charging banking customers for checking accounts will affect the banks. Investment Committee Disclosures by Halftime Report
44 min listen
The Second Half Strategy 7/3/24: Scott Wapner and the Investment Committee discuss the second half strategy on this holiday shortened trading day. Plus, we cover some Calls of the Day on Adobe, Oracle, Union Pacific and more. And later, Jim Lebenthal weighs in the reported merger between Paramount and Skydance. Investment Committee Disclosures by Halftime Report
44 min listen
The State of Stocks in Q3 7/2/24: Frank Holland and the Investment Committee debate the state of stocks as the third quarter kicks into gear. Plus, we’ve got some Calls of the Day on Uber, SLB, RTX and more. And later, the committee discuss the housing sector as some names in the sector catch a downgrade. by Halftime Report
44 min listen
Final Trading Day of the First Half 6/28/24: Scott Wapner and the Investment Committee debate what the second half of the year will hold for stocks. The experts detail their latest portfolio moves. The desk reacts to CNBC’s exclusive Delivering Alpha Investor Survey. The call of the day is on Qualcomm. Legendary sports broadcaster Al Michaels joins to talk AI and the Olympics. Investment Committee Disclosures by Halftime Report
44 min listen
The Next Leg of the Rally 6/27/24: Scott Wapner and the Investment Committee debate how much is hinging on tomorrow’s inflation report, as the first half of the year comes to a close. Josh Brown doubles his position in Amazon. Micron dips after earnings; Bill Baruch is back with a trade update. The calls of the day include Rio Tinto, Coca-Cola, Disney and AT&T. Jenny Harrington explains why she’s buying more of one medical technology stock. Investment Committee Disclosures by Halftime Report
44 min listen
Volatile Summer or Smooth Sailing? 06/26/24: Scott Wapner and the Investment Committee discuss if this will be a summer of volatility or more smooth sailing for stocks. The experts detail their latest portfolio moves. The desk debates Nvidia as its annual shareholder meeting gets underway. The calls of the day include Home Depot, Accenture, Shopify, Blackstone, and Caterpillar. Investment Committee Disclosures by Halftime Report
49 min listen
The Nvidia Correction 6/25/24: Scott Wapner and the Investment Committee discuss what Nvidia’s correction means for stocks. The experts detail their latest portfolio moves. The calls of the day include Uber, Tesla, and McDonald’s. Bitcoin is bouncing back. The panel checks in on their top contrarian ideas for 2024. Investment Committee Disclosures by Halftime Report
44 min listen
The Second Half for Stocks 6/24/24: Scott Wapner and the Investment Committee discuss whether the rally can last as we approach the second half of the year. The calls of the day include Chipotle, UnitedHealth, and Nike. The experts debate the energy trade. The chart of the day is Alnylam Pharmaceuticals. Investment Committee Disclosures by Halftime Report
44 min listen
The Rally’s Durability 6/21/24: Scott Wapner and the Investment Committee debate the rally’s durability, Nvidia’s meteoric rise and pullback, and what to do with your money. Plus, we cover the latest Calls of the Day on Palo Alto, Tesla and Freeport-McMoran. And later, the committee discuss the winners in their portfolio and what to do with them now. Investment Committee Disclosures by Halftime Report
44 min listen
Nvidia’s Surge: Is It Justified? 6/20/24: Scott Wapner and the Investment Committee discuss surging stocks as the S&P tops 5,500 for the first time ever, led by Nvidia. The desk debates whether Nvidia’s meteoric rise is justified. Plus, we cover the latest calls of the day. And later, oil hitting $80 a barrel, the Committee share their energy sector plays. Investment Committee Disclosures by Halftime Report
45 min listen
Wall Street gets more Bullish 6/18/24: Scott Wapner and the Investment Committee discuss Wall Street getting more bullish as several firms raise their price targets and a survey of fund managers reveals the most optimism in three years. Plus, the desk is making some moves in their portfolios, they reveal them all. And later, we cover the latest Calls of the Day on Corning, Accenture and Carmax. Investment Committee Disclosures by Halftime Report
44 min listen
The State of Tech 6/17/24: Scott Wapner and the Investment Committee break down the state of the tech trade as Jim Lebenthal adds a new name to his portfolio. Plus, the setup on Lennar ahead of earnings after the bell. And we're going global with a look at international opportunities in ETF market. Investment Committee Disclosures by Halftime Report
44 min listen
Apple Back on Top of the Market 6/14/24: Scott Wapner and the Investment Committee discuss Apple reacting the mantle of most valuable stock in the market. The Committee debate what it means for your money. Plus, a Chart of the Day on Adobe, soaring after earnings. And later, we cover the latest Calls of the Day Amazon, Roblox, Citi and more. Investment Committee Disclosures by Halftime Report
45 min listen
Your Summer Playbook as Inflation Cools 6/13/24: Frank Holland and the Investment Committee discuss the fresh signs of cooling inflation as the Fed signals just one rate cut before the end of the year. Plus, we’ve got some Calls of the Day on committee names, the desk debate their stocks. And later, the Paramount deal with Skydance falls through, shareholder Jim Lebenthal talks about what’s next for the media name. Investment Committee Disclosures by Halftime Report
44 min listen
A Key Day for your Money 6/12/24: Frank Holland and the Investment Committee debate what’s at stake for the market as stocks continue to touch new highs and a Fed meeting is less than two hours away. Plus, The Committee share their latest moves. And we’ve got some Calls of the Day on Lennar, KB Homes, Nextera Energy and more. Investment Committee Disclosures by Halftime Report
44 min listen
Brad Gerstner joins Halftime Report Live in San Francisco 6/11/24: Scott Wapner and the Investment Committee discuss Apple’s latest salvo in the AI arms race and what it could mean for the tech trade. Plus, Altimeter Capital’s Brad Gerstner joins us to discuss the markets, tech, his latest trades and more. And later, a Call of the Day on Uber, reiterated as a top pick at Citi, the desk have a heated debate on the ride-sharing company. Investment Committee Disclosures by Halftime Report
50 min listen
Will WWDC Deliver for Apple? 6/10/24: Scott Wapner is live from Apple Park in Cupertino, California ahead of Apple’s Worldwide Developers Conference today. The Investment Committee discuss what the conference means for Apple and what they’re expecting from the company. Plus, we cover the latest Calls of the Day on AMD, Snowflake, Uber and more. And later, we give you the setup on some key tech earnings reporting later this week. Investment Committee Disclosures by Halftime Report
44 min listen
CNBC Pro Talks: Jim Lebenthal on why going back to the fundamentals will make you a better investor 6/7/24: Veteran "Halftime" guest and investor Jim Lebenthal sat down with CNBC's Dominic Chu to discuss how the former nuclear engineer and U.S. Navy officer created a science-minded approach to fundamental analysis and value investing that has led to a decades-long career on Wall Street. Lebenthal goes into detail on how he uses different fundamental analytical tools, walking Pro subscribers through how he finds price-to-earnings growth ratios of stocks like Amazon and Nvidia. He also gives examples of how to incorporate tools from technical analysis to help augment his decision-making process, and fields stock-specific questions from Pro subscribers. CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC P by Halftime Report
29 min listen
The Market and the Hotter than Expected Jobs Report 6/7/24: Scott Wapner and the Investment Committee debate the markets after a hotter than expected jobs report hit the tapes. Plus, we’re monitoring Gamestop as meme investor “Roaring Kitty” has a youtube livestream scheduled in our hour. And later, the Investment Committee share their latest portfolio moves. Investment Committee Disclosures by Halftime Report
47 min listen
Nvidia’s Unrelenting Run 6/6/24: Scott Wapner and the Investment Committee discuss Nvidia’s unrelenting move higher as it powers the Nasdaq to it’s best week in more than a month. Plus, The Committee share their latest portfolio moves. And later, Salesforce pushing hire as Value Act Capital takes a stake, the desk reacts. Investment Committee Disclosures by Halftime Report
44 min listen
The Nasdaq Rallies to another Record High 6/5/24: Scott Wapner and the Investment Committee debate the Nasdaq as the index rallies to another record high. Plus, Crowdstike surging after earnings, it’s our Chart of the Day. And later, the Committee discuss the latest Calls of the Day on Uber, Nextera Energy, Applied Materials and more. Investment Committee Disclosures by Halftime Report
44 min listen
The Rally’s Next Leg 06/04/24: Scott Wapner and the Investment Committee debate whether the rally’s next leg will be up or down. Plus, Josh Brown is doubling his position in Amazon, he explains why. And later, we cover the latest calls of the day on American Express, Stanley Black & Decker, and more. Investment Committee Disclosures by Halftime Report
43 min listen
The June Playbook: Swoon or Sizzle 6/3/24 by Halftime Report
45 min listen
Trading the Market as May Ends 5/31/24: Scott Wapner and the Investment Committee debate the state of stocks, the tech trade and more as May comes to an end. Plus, Carl Icahn taking a stake in Caesars, we bring you the latest. And later, some Calls of the Day on Schwab, Qualcomm and McDonald’s. Investment Committee Disclosures by Halftime Report
44 min listen
Navigating the Tech Trade 5/30/24: Scott Wapner and the Investment Committee discuss the tech sector and how to trade it with one committee member bailing on Salesforce, and another sticking with it. Plus, we cover the latest calls of the day in the healthcare sector. And later, the desk share their latest moves in the market. Investment Committee Disclosures by Halftime Report
45 min listen
Rising Yields, Falling Stocks 5/29/24: Scott Wapner and the Investment Committee debate whether stocks can withstand rising yields. Plus, American Airlines falling, it’s our Chart of the Day. And later, the desk covers the latest Calls of the Day. Investment Committee Disclosures by Halftime Report
44 min listen
Apple and Nvidia Push Nasdaq to New High 5/28/24: Scott Wapner and the Investment Committee discuss the continued tech rally as Apple and Nvidia push the Nasdaq to new highs. Plus, super biotech investor Michelle Ross joins us wither two stocks she owns that are surging. And later, we’ve got some Calls of the Day on Live Nation and Netflix. Investment Committee Disclosures by Halftime Report
44 min listen
The State of Stocks 5/24/24: Scott Wapner and the Investment Committee discuss the state of stocks after another pivotal week for the market. Plus, the desk making some moves in their portfolio, they reveal their latest trades. And later, A Call of the Day on XPO, Jenny Harrington owns it and talks about what to do with the stock now. Investment Committee Disclosures by Halftime Report
44 min listen
Nvidia Hits Record Highs 5/23/24: Scott Wapner and the Investment Committee discuss Nvidia as shares hit a record high after earnings, lifting all of tech with it. Plus, we’ve got a Call of the Day on a Josh Brown name, he reacts to an analyst calling Toast “great company but not a good stock.” And later, insurance names under pressure as NOAA says hurricane season will be one of the worst ever. Contessa Brewer joins us with the details. Investment Committee Disclosures by Halftime Report
44 min listen
The Great Wait for Nvidia Earnings 5/22/24: Scott Wapner and the Investment Committee look ahead to Nvidia earnings tonight and what it will mean for tech and the markets. Plus, Lululemon hitting a new 52-week low, it’s our Chart of the Day. And later, the desk talk about some of their stocks on winning and losing streaks. Investment Committee Disclosures by Halftime Report
43 min listen

Related podcast episodes

Skip carousel

The Great Rate Debate: Are Markets Right? 8/18/22: Frank Holland and the Investment Committee debate the mixed messages from the Fed and what it could mean for the market from here. Are the risks more to the downside for the summer rally? Plus, Apple is nearing a new 52-Week high, the Committee weigh in on the name and what it means for the rest of tech. And, Bryn Talkington reveals her latest buys. by Halftime Report
45 min listen
Bond Breakout & Struggling Stocks 9/28/23: Frank Holland and the investment committee discuss another big breakout in bond yields and the state of stocks. The panel details their latest portfolio moves. We talk the energy trade as crude oil hits its highest level in over a year. And our experts debate if you should buy or bail on the bank stocks. Investment Committee Disclosures by Halftime Report
45 min listen
Navigating Key Market Moving Headlines 01/11/24: Frank Holland and the Investment Committee discuss key items affecting the market, from a hotter than expected inflation report to a new earnings seasons about to kick off. Plus, Mega Cap Momentum concerns are top of mind as tech valuations are called into question, the desk discusses how to navigate the sector. Plus, multiple Bitcoin ETFs launched today, several of them already in the red, the Committee discuss their top picks in the sector. by Halftime Report
46 min listen
Falling Inflation & Your Money 7/12/23: Frank Holland and the Investment Committee discuss today's cooler-than-expected CPI report and what it means for your money. Halftime headliner Ed Yardeni also joins us with his reaction. The Calls of the Day include Netflix, Broadcom and General Motors. The Chart of the Day is energy, this week's top performing sector. The panel sets you up for Delta Air Lines and PepsiCo earnings before the bell tomorrow. And our experts grade your latest trades. Investment Committee Disclosures by Halftime Report
46 min listen
Rising Rate Fears & Tech 8/19/22: Nasdaq and Tech leading stocks lower. Frank Holland and the Investment Committee discuss if the mega-cap trade can keep the recent rally going. Plus, the Committee is making a lot of moves in this market. Also, General Motors is bringing back it’s dividend, the Committee gives their favorite dividend stocks right now. And, we’ll get you ready for big earnings next week. by Halftime Report
45 min listen
Exploring The Great American Climate Bill by The Energy Gang
52 min listen
Second Half Strategy 7/5/23: Frank Holland and the Investment Committee kick off the first full trading day of the second half of the year. The Call of the Day is on Netflix, as Goldman Sachs upgrades the stock. The panel talks Meta ahead of its Threads app launch. The Chart of the Day is on UPS. And our experts grade your latest trades. by Halftime Report
45 min listen
Trust the Recent Rally? 8/17/22: Frank Holland and the Investment Committee debate whether the recent rally can keep going as the market takes a breather today. Plus, fund flows show investors are piling back in to tech, the Committee debate if that’s a good move. And later, Cisco earnings after the bell, the Committee position themselves ahead of the report. by Halftime Report
45 min listen
Big Tech Takeaways 4/28/23: Frank Holland and the Investment Committee debate the next move for your money as tech earnings continue to roll in. Plus, we’ve got a chart of the day on one oil name that just beat on earnings. It’s higher today. And later, a JP Morgan analyst says this cruise line stock will double, he joins us to explain. Investment Committee Disclosures by Halftime Report
45 min listen
Is Buyer’s Fatigue Setting in? 03/22/24: Frank Holland and the Investment Committee debate how high can the rally go as the Dow and S&P close out their best weeks of the year. Plus, the Committee share their latest moves, with Bill Baruch calling in with his protection play. And later, retail under pressure as shares of Lululemon and Nike sink, the Committee debate the sector. by Halftime Report
43 min listen
COP27: Meeting the Promises: As COP 27 begins, Tom Heap looks back to COP 26 and asks what we can expect next. by Costing the Earth
27 min listen
Can Taxes and the Free Market Solve Climate Change? by Parts Per Billion
17 min listen
A Key Day for your Money 6/12/24: Frank Holland and the Investment Committee debate what’s at stake for the market as stocks continue to touch new highs and a Fed meeting is less than two hours away. Plus, The Committee share their latest moves. And we’ve got some Calls of the Day on Lennar, KB Homes, Nextera Energy and more. Investment Committee Disclosures by Halftime Report
44 min listen
U.S.-China competition continues to re-shape the way the global economy is governed. After a significant overhaul of foreign investment screening regimes in the United States (e.g., FIRRMA) and globally, there is now legislation circulating the halls of C: U.S.-China competition continues to re-shape the way the global economy is governed. After a significant overhaul of foreign investment screening regimes in the United States (e.g., FIRRMA) and globally, there is now legislation circulating the halls... by NCUSCR Events
88 min listen
Senate Approves Infrastructure Bill: At long last, infrastructure week is here! The gang contemplates what the bipartisan plan and Democratic reconciliation package mean for the country and the economy. Also, how would Sen. Goldberg vote on the bipartisan bill? Then the discussion turns to what should be done about the latest damning climate report. Plus, everyone’s worst fears about Afghanistan from a few weeks ago seem to be coming true. And finally, for dessert, Andrew Cuomo. Show Notes: -Uphill’s latest update on infrastructure -IPCC report -Pentagon press secretary John Kirby -State Department spokesman Ned Price -Cuomo resigns by The Dispatch Podcast
70 min listen
Looking Under the Hood of the Wealth Machine by The So What from BCG
23 min listen
Navigating the Banking Crisis 3/20/23: Frank Holland and the Investment Committee debate the latest headlines on the banks and how to position your portfolio for the turbulence. Plus, a Call of the Day on a big consumer staples stock. And later, we grade your latest trades. Investment Committee Disclosures by Halftime Report
45 min listen
Global Crypto Tax Standards Near With G20 Support by Talking Tax
12 min listen
The Energy Gang looks ahead to COP27: are we still heading in the right direction? by The Energy Gang
54 min listen
Inflation Cools: Green Light for Stocks? 8/10/22: Frank Holland and the Investment Committee debate whether the lighter than expected CPI number is a green light for a big rally. Wharton School Professor Jeremy Siegel joins us to weigh in on the latest numbers and how the Fed might respond now. Plus, big tech rallying today, the Committee take their positions on some of the biggest names in the sector. Also, one committee member making a lot of moves in this market. And later, Disney’s price target getting cut by multiple banks, how should you trade the stock from here? by Halftime Report
45 min listen
More Pain for Stocks? 9/26/22: Stocks retesting their June lows in the last trading week of a volatile month. Dom Chu and the Investment Committee debate how much lower the market goes from here. Plus, tech coming off its worst 2-week stretch since the start of the pandemic. And, the Investment Committee share the major moves they are making in their portfolios. by Halftime Report
44 min listen
The Relief Rally Holds For Now: Frank Holland the Investment Committee debate whether the Relief Rally can hold as we head into the second day of gains in the market. The Committee discuss the best moves you can make right now. Plus, an upgrade in the Housing Sector has the Committee picking their favorite names. And later, birthday boy Pete Najarian shares some Unusual Activity in some tech and consumer names. by Halftime Report
43 min listen
The Road Ahead 7/7/23: Frank Holland and the Investment Committee discuss if today’s jobs report gives the Fed the greenlight to resume raising rates. Plus, a strong first months for the semi stocks. The panel debates what’s ahead for the chips in the second half of the year. Bullish calls out on Ford, GM and Tesla. And, the Chart of the Day is Biogen, as it gets FDA approval for its Alzheimer’s treatment. by Halftime Report
45 min listen

Discover this podcast and so much more

Second Half Strategy 7/1/24

Second Half Strategy 7/1/24

Description

Titles in the series (100)

More Episodes from Halftime Report

Related podcast episodes