Halftime Report

Latest Episodes:

Momentum for Stocks? 7/7/22 Jul 07, 2022

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Stocks trying for a 4th straight day of gains for the first time since March. Scott Wapner and the Investment Committee debate if investors are coming around to the Fed and bigger rate hikes ahead. Plus, earnings season is around the corner. Are estimates still too high? Also, the big banks getting price cuts ahead of their earnings. And later, Jon Najarian reveals 3 trades showing unusual options activity. 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 7/6/22 Jul 06, 2022

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David Faber and the Investment Committee discuss how to position your portfolio ahead of the Fed minutes. Are 75-basis point hikes on the horizon? Plus, big banks reporting next week and Steve Weiss is shorting the XLF, he explains why. And later, Industrials are down almost 20% this year, the Committee take their positions on the sector. Plus, one member of the committee trimming a mega-cap tech name. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recession Fears Rise: Portfolio Protection 7/5/22 Jul 05, 2022

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Stocks plunging as recession fears rise. Frank Holland and the Investment Committee debate what’s priced in this market and how can you protect your portfolio in the second half. Plus, Josh Brown is making two moves in this market. Also, what the rally in high-valuation growth stocks in today’s down day may be signaling. And later, Jon Najarian shares some Unusual Activity in 2 names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks in the Second Half 7/1/22 Jul 01, 2022

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Markets coming off their worst first half in 50 years. Brian Sullivan and the Investing Committee debate if you should stick with stocks in the second half of the year and where to invest you money now. Plus, the big banks getting a price cut, are they still investable? Also, is the hottest trade of the year starting to cool? And later, Pete Najarian shares some Unusual Activity he’s seeing in three names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Position for the Second Half 6/30/22 Jun 30, 2022

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Stocks plunge as we close out the first half of the year. Frank Holland and the Investment Committee discuss the best way to position your portfolio for the second half. Plus, we’ve got results from the Delivering Alpha Stock Survey, the Committee dive into the numbers. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Your Second Half Playbook 6/29/22 Jun 29, 2022

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With the S&P 500 on track for its worst first half return since 1970, Melissa Lee and the Investment Committee debate the best strategy for your second half playbook. How do you position your portfolio to handle the Fed’s tightening policy? And later, Pete Najarian shares the Unusual Activity he’s seeing in two names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What’s Priced into Stocks? 6/28/22 Jun 28, 2022

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Inflation, Rates, and Recession Fears. Melissa Lee and the Investment Committee debate how much is priced into the market as we head into the final stretch of the quarter. Plus, Boeing a big winner today after a bullish call on the stock. The committee takes their position on the stock. Plus, Housing stocks making a big comeback lately. Should you get in? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bear Rally or Bottoming? 6/27/22 Jun 27, 2022

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Stocks coming of their first weekly gain in a month. Frank Holland and the Investment Committee debate if this is a bear trap or the beginning of a bottoming process. Plus, the big Banks getting ready to unveil their dividend and buyback plans. How to play the financials from here. Plus, One of the committee members making a move in Nike ahead of earnings after the bell. And, later, Jon Najarian reveals 3 trades in Unusual Activity. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Rally on Wall Street 6/24/22 Jun 24, 2022

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Listen to CNBC breaking news coverage of the Supreme Court’s historic ruling overturning Roe v Wade. Plus, Frank Holland and the Investment Committee discuss today’s big rally on Wall Street and what it may be signaling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed & Your Money 6/23/22 Jun 23, 2022

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Fed Chair Powell continues his testimony on Capitol hill today. Frank Holland and the Investment Committee break down his remarks and take some positions. Plus, the transports sector have some names reporting, how should you treat these stocks. And later, Pete Najarian’s latest options trades. 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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