Halftime Report

Latest Episodes:

FedEx Fallout 9/16/22 Sep 16, 2022

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Scott Wapner and the Investment Committee discuss what FedEx’s big warning is signaling about the economy and what it may mean for the Fed’s rate hike plan. Plus, the committee is making a lot of moves in this market. They unveil their latest buys and sells. And later, a number of bullish calls on the beaten down cloud names. The desk debates if it’s safe to buy them yet. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Decline Ahead for Stocks? 9/15/22 Sep 15, 2022

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Scott Wapner and the Investment Committee debate whether a big market decline is coming. Altimeter Capital’s Brad Gerstner joins us to weigh in on where the tech wreck goes from here and reveal his new buys. And later, the legendary Al Michaels joins us to talk about Amazon’s new venture into Thursday Night Football. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Buy the Drop vs. Retest Lows 9/14/22 Sep 14, 2022

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The day after the massive market meltdown. Frank Holland and the Investment Committee debate whether stocks are going to retest the June lows. Plus, a number of mega-cap tech names hitting new 52-week lows, how should you position your portfolio in this sector? And, hunting for ‘quality’ stocks. The names that may be worth considering in this market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Buy Today’s Big Drop? 9/13/22 Sep 13, 2022

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The latest key inflation read coming in hotter than expected. Scott Wapner and the Investment Committee debate what it means for the Fed’s rate hike plan and your money. Plus, Wharton’s Jeremy Siegel joins us to break down all the data and discuss if the Fed is going to make a big policy mistake. And, energy hanging in today’s selloff. One stock in the group actually rallying today. It’s a Josh Brown stock – he weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can this Rally Last? 9/12/22 Sep 12, 2022

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Scott Wapner and the Investment Committee debate the big week ahead for stocks as tomorrow’s critical inflation read on the CPI could threaten the current rally. Plus, Skybridge Capital’s Anthony Scaramucci joins us to discuss whether the crypto winter is getting any closer to changing seasons. And later, Joe Terranova explains why he’s buying Disney at the close. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are Lower Lows Ahead? 9/9/10 Sep 09, 2022

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While stocks push higher today, Dom Chu and the Investment Committee debate a big warning from a major investor about why stocks could fall to their June lows. Plus, Jim Lebenthal is buying more of one Dow component that’s in his portfolio. And later, two big software stocks getting ready to report earnings next week. The committee gets you ready. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed & Market Mindset 9/8/22 Sep 08, 2022

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Scott Wapner and the Investment Committee discuss if the markets are now on the same page as the Fed and how investors position from here. Plus, Josh Brown has two new buys in the energy space. He’s also adding to a name that’s already in his portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech Wreck: How to Play it Now 9/7/22 Sep 07, 2022

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The Nasdaq coming off its longest losing streak since November 2016. Scott Wapner and the Investment committee discuss how much pain is ahead. Plus, Apple kicks off its iPhone event. How the Committee is positioning into it. And, oil tanking 5% today. Veteran energy trader, Mark Fisher, makes a surprise call into the show to give us his take on the drop. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Soft Landing vs. Recession 9/6/22 Sep 06, 2022

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Scott Wapner and the Investment Committee discuss where stocks go from here after 3 weeks of losses. Plus, Apple gets ready for its big iPhone event, can the tech behemoth save the tech sector? And later, some Calls of the Day on Fedex, with a price target cut, the Committee weigh in on the transports sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldilocks Jobs: What it Means for Stocks 9/2/22 Sep 02, 2022

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Not too hot, not too cold. Scott Wapner and the Investment Committee debate what the latest jobs report means for the Fed’s next rate hike and for stocks. Plus, we’re gearing up for Apple’s big iPhone event next week, the Committee take their position on the stock. And later, we’ve got some Calls of the Day on the cybersecurity names, should you put money in 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.

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