Halftime Report

Latest Episodes:

Q4: Retreat? or Rally? 9/30/22 Sep 30, 2022

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Scott Wapner and the Investment Committee debate whether there’s any relief in sight for stocks after another disappointing quarter closes today. Plus, Nike is on pace for its worst day in two years, Stephanie Link calls in to explain why she’s holding the stock. And later, some big Calls of the Day on Disney and McDonald’s, the Committee take their positions on these household names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Problem for Mega-Cap Tech? 9/29/22 Sep 29, 2022

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Stocks sinking after rallying yesterday. Scott Wapner and the Investment Committee debate the big drop in big tech stocks. Plus, the committee is making a lot of moves in this volatile market. We reveal and debate their latest buys and sells. And, why one of the oldest investing strategies in the book may be starting to look good again. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks Finding a Bottom? 9/28/22 Sep 28, 2022

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Stocks rally as the UK government intervenes. Scott Wapner and the investment committee live at Delivering Alpha to debate if stocks are anywhere close to bottoming. Plus, Apple sinking on reports it plans to drop production increases for its iPhone. What this could mean for the markets and tech. Plus, famed short-seller Jim Chanos joins us live to discuss his current position on the market and where he sees it going in the next few months. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Has the Fed Gone Too Far? 9/27/22 Sep 27, 2022

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Scott Wapner and the Investment Committee debate if the Fed has gone too far, too fast and whether it will it cause stocks to crash and the economy to tank. Plus, Brian Belski of BMO Capital joins us to reiterate his belief that the S&P will end higher on the year. And later, the Committee is making some moves in the energy space, they reveal their trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

More Pain for Stocks? 9/26/22 Sep 26, 2022

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

How Far Will Stocks Fall? 9/23/22 Sep 23, 2022

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The Dow falling below its June lows and the S&P falling below its June closing low. Scott Wapner and the Investment Committee debate the most crucial question for the market, how far will stocks fall from here? Wharton Professor Jeremy Siegel weighs in on everything from the Fed, inflation and the markets. Plus, tech getting wrecked and one committee members is making moves in the space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rally or Retreat for Stocks? 9/22/22 Sep 22, 2022

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Scott Wapner and the Investment Committee debate the playbook for stocks on the back of the Fed’s latest rate hike and forecasts. Plus, Josh Brown reveals his 3 new buys in this markets. Also, is it time to start buying the big banks? And later, the list of cheap stocks that are trading below their pre-covid levels and that Wall Street loves. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Positioning Ahead of the Fed Rate Hike 9/21/22 Sep 21, 2022

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The Fed getting ready to raise rates again. Scott Wapner and the Investment Committee debate how to position from here. Also, is tech the most at risk from a rate hike? Plus, the biggest street calls you need to know about today. And, big bank CEOs testify on capitol hill. The Committee debates what’s next for the sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can Stocks Climb as Rates Rise? 9/20/22 Sep 20, 2022

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As bond yields continue to hit new highs as the Fed gets ready to raise rates tomorrow, Scott Wapner and the Investment Committee debate if stocks can keep going higher in the face of it all. Plus, NVIDIA rolling out new products, has the battered stock reset? And later, a Call of the Day on Diamondback Energy, the Committee take their positions in the energy sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Positioning This Weeks’ Rate Hike 9/19/22 Sep 19, 2022

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Scott Wapner and the Investment Committee debate this critical week ahead with a Fed rate hike looming and stocks sitting at key levels. Plus, the Committee making some major moves in dividend stocks. They reveal their new buy and favorite picks. And later, a big bullish call on beaten down housing stocks. Is it time to buy these names to get ahead of the curve? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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