Halftime Report

Latest Episodes:

Summer Surge for Stock? May 24, 2021

Show notes

As we head into the final week of trading in May, Scott Wapner and the Investment Committee debate if we’re setting up for a Summer Surge. Kate Moore, Head of Thematic Strategy for Blackrock’s Global Allocation Team joins us to weigh in. Plus, the Committee making a lot of moves in this market. Pete’s seeing some unusual options activity. And, 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.

Bulls vs. Bears: Which one is right? May 21, 2021

Show notes

Stocks staging a comeback today after a volatile week of trading, Scott Wapner and the Investment Committee debate whether the environment is bullish or bearish for your money. Plus, Jon Najarian shares some Unusual Activity in 2 stocks. And later, Airzona Cardinals Linemen and philanthropist Kelvin Beachum joins us to discuss his efforts to increase access to clean water with the organization World Vision, his thoughts on stocks like Roblox, and his take on Crypto. 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 Tech Sell-Off Over? May 20, 2021

Show notes

The Nasdaq bouncing back. Scott Wapner and the Investment Committee debate if the tech sell-off is past the worst of it, and the growth names that are worth looking at right now. Plus, a double upgrade for one recently beaten up stock. And later, your video questions are answered 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.

Value Trade Peaking? May 19, 2021

Show notes

The market struggles to get traction as Tech Stocks and Crypto continue their downward trajectory, Scott Wapner and the Investment Committee discuss whether your money is safe or at risk. Plus, Avenue Capital Chairman and CEO Marc Lasry joins us to talk rates, the economy, and where he sees the market going from here. And later, we answer your video 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.

Retail and the Reopen Trade May 18, 2021

Show notes

As retail stocks rally today, Scott Wapner and the Investment Committee debate whether Wall Street is too obsessed with the tech trade and ignoring the strength of the consumer, the Committee tells you how to trade it. Plus, Pete Najarian shares some Unusual Activity in one travel and one tech stock. And later, The Committee answers your video 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.

Is it Time to Buy Again? May 17, 2021

Show notes

Scott Wapner and the Investment Committee debate whether the worst of the selling is over and if it’s time to start buying again. Plus, we cover the huge media merger announced by AT&T between Warner Media and Discovery, how will it change the media landscape and how should you play it. Also, the Committee share their latest moves, and later we get to your video 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.

Is the Bottom in for Stocks? May 14, 2021

Show notes

Stocks continue to bounce back following a turbulent week for the market. Scott Wapner and the Investment Committee debate is the bottom in and where opportunities are emerging. Plus, Skybridge Capital’s Anthony Scaramucci joins Halftime to discuss why he thinks tech and growth will have a strong Summer. Plus, Home Depot, Walmart among the big names reporting 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.

End of the Selloff in Sight? May 13, 2021

Show notes

Stocks bouncing today following the worst day for the market in 2 months, Scott Wapner and the Investment Committee debate whether the end of the selloff is in sight and if you should trust the bounce-back. Plus, BMO Chief Investment Strategist Brian Belski joins us to discuss the bull case for stocks amid the volatility. 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: More Pain? Or Near a Bottom? May 12, 2021

Show notes

The great tech Sell-off continues, Scott Wapner and the Investment Committee debate whether there’s more pain ahead. Or, is the growth trade is nearing a bottom. Plus, JP Morgan’s Chief Global Markets Strategist Marko Kolanovic joins us to discuss how much trouble tech is in and why he believes the rotation to value has started for real! Plus, the Investment Committee making a lot of moves in this market, they share them with you. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Tech Tumble Continues May 11, 2021

Show notes

As more than half of the stocks in the Nasdaq-100 are down 10% or more, Brian Sullivan and the Investment Committee discuss their strategies to avoid experiencing downside. Plus, we cover some Calls of the Day in some big retails names, and later, we answer your video 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.

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