Halftime Report

Latest Episodes:

A Turbulent Week for Stocks Mar 26, 2021

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As this turbulent week for stocks comes to a close, Scott Wapner and the Investment Committee discuss what comes next for your money and the market. Plus, we cover the biggest moves the Committee has made as we head into the weekend, what’s working, and what you need to stay away from. And later, Arizona Cardinals Offensive Linemen Kelvin Beachum joins us to discuss his philanthropic efforts to bridge the digital divide in education and what stocks he’s looking at. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is a Shakeout in Stocks Coming? Mar 25, 2021

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As stocks project a downward trend for the third day in a row, Scott Wapner and the Investment Committee debate whether we are setting up for a great stock shakeout and the 5 signs that it may be underway. Plus, we are monitoring Capitol Hill today as the CEOs of Facebook, Google, and Twitter appear before lawmakers to testify on misinformation on their platforms. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Take Some Profits Now? Mar 24, 2021

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The Dow is coming off its worst day since March 4th, Scott Wapner and the Investment Committee debate what’s next for the market from here, and how you should put your money to work. Plus, we talk about Intel’s new CEO and his plans to turn the company around. And, Jon has some Unusual Activity in 2 big consumer names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Eminence’s Ricky Sandler on Where to Invest Mar 23, 2021

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Eminence Capital’s Ricky Sandler returns after a year of stock market volatility to discuss why he is buying today and where he sees the market going from here. Meanwhile, Treasury Secretary Janet Yellen and Fed Chair Jerome Powell head to Capitol Hill to testify before the House Financial Services Committee, we will monitor that live.

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

The Investment Committee’s Big Moves Mar 22, 2021

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Scott Wapner discusses and debates a ton of big moves made by our investment committee, including Facebook, Apple, Microsoft, the Semis and a number of stocks in the reopening trade. Plus, is the Nasdaq 100 correction over? Also, one retail name that’s doubled from a year ago named a top pick – it’s our call of the day. And, Jon Najarian has some Unusual Activity in some cloud 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 Key to the Market Mar 19, 2021

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As the Dow is on pace for its third straight positive week, Scott Wapner and the Investment Committee debate one strategist’s contrarian call that could be the key to the markets and your money. Plus, the Committee shares their biggest moves as this week comes to a close, and later we answer 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.

Navigating the Tech Wreck Mar 18, 2021

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Scott Wapner and the Investment Committee debate the tech wreck, higher rates, and whether the market is getting it all wrong. Plus, we’re joined by Sonal Desai, the CIO of Franklin Templeton’s Fixed Income Group to discuss inflation, the bond market, and the Fed. And don’t miss Jon’s Unusual Activity and your questions 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.

Will Rising Rates Kill Stocks? Mar 17, 2021

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As the NASDAQ continues to feel the pressure today, Scott Wapner and the Investment Committee debate what the rise in rates means for stocks and how you should play it. The Committee tell you about the changes they are making in their portfolio, and later, we are joined by Starbucks CEO Kevin Johnson ahead of the company’s annual meeting to discuss where the company, and the stock, go from here. Plus, Pete 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.

The Biggest Risk for Stocks Now Mar 16, 2021

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For the first time in a year, the biggest risk for your money is not the Covid Crisis. Scott Wapner and the Investment Committee debate how rising rates could impact the market and how you should play it. Plus we hit all of the Investment Committee’s moves and Jon shares some Unusual Activity in 3 big tech names. 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.

Which Value Stocks Still Look Cheap Mar 15, 2021

Show notes

As stimulus checks begin hitting bank accounts around the U.S., Melissa Lee and the Investment Committee discuss whether that will fuel more gains in the near-term. Plus, the committee fiercely debate which sectors are investable, from airlines to financials, and share their money moves as the Dow continues to set record highs. 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.

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