Halftime Report

Latest Episodes:

The Rally’s Red Flags Aug 19, 2021

Show notes

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

The Biggest Correction of the Year? Aug 18, 2021

Show notes

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

Is the Market on the Cusp of a Correction? Aug 17, 2021

Show notes

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

Impact of Fed Taper on Stocks Aug 16, 2021

Show notes

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

Delta, Disney, and your Dollars Aug 13, 2021

Show notes

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

Have Reopening Stocks Bottomed? Aug 12, 2021

Show notes

Scott Wapner and the Investment Committee debate the state of play for stocks as the S&P has now almost doubled since the pandemic lows of last year. The committee also debate a big call, saying cyclical stocks have bottomed. Plus, we cover the latest call on Micron, and Jon shares some Unusual Activity 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.

The “Everything Rally” Aug 11, 2021

Show notes

Tom Lee joins Scott Wapner and the Investment Committee to discuss the “Everything Rally” and whether your money is about to take off in the second half. The Committee share their latest moves as the S&P and Dow hit new records once again. And later, we get to your questions in Ask Halftime! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Late Summer Surge? Aug 10, 2021

Show notes

Scott Wapner and the Investment Committee debate what’s in store for the market in the months ahead as two new calls from two major market watchers, Tom Lee and Marko Kolanovic, come out today. Is a late summer surge on the horizon? Plus, Blackrock’s Rick Rieder joins us to weigh in and reiterate his call that equities are going higher. And later, we cover AMC and ‘meme’ stocks following an interview with AMC CEO Adam Aron, are they safe to buy or should you stay away Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Playbook for your Money Aug 09, 2021

Show notes

Has the strong jobs report moved forward Fed taper talk? Scott Wapner and the Investment Committee debate what that would mean for stocks – especially the financials. Two committee member making moves in the space. Plus, Moderna ripping higher, shares hitting new all-time highs and almost doubling in the past month. How to play this red-hot stock from here. And later, Pete shares some Unusual Activity in some social stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Jobs Jump & What it Means for Stocks Aug 06, 2021

Show notes

As the jobs numbers comes in better than expected, Scott Wapner and the Investment Committee what it means for stocks and your money. We’re joined by Corvex Capital’s Keith Meister to weigh in on where he sees the market going and where you need to invest. Plus Jon Najarian shares the Unusual Activity going on in Robinhood and how he’s playing it. 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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