Halftime Report

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A Tough Week for Tech Feb 26, 2021

Show notes

The NASDAQ is having one of its worst weeks since October, Scott Wapner and the Investment Committee debate if the growth trade is at risk from rising interest rates and the Investment Committee shares their latest moves as we head into the weekend. Plus, Jon has some Unusual Activity in 2 big social names 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.

Rising Rates and Your Money Feb 25, 2021

Show notes

As rates continue to rise, Scott Wapner and the Investment Committee debate what it means for the state of your money and how you should play it. Plus we’re joined by Blackrock’s Rick Rieder, who manages 2.7 trillion dollars, to talk about how interest rates and inflation will affect the market. And, we discuss the Reddit Rally’s continued influence on certain stocks, and what moves the Investment Committee are making in the market. 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 Worst of the Tech Selling Over Feb 24, 2021

Show notes

Mad Money’s Jim Cramer joins Scott Wapner and the investment committee to debate what’s next for the recent tech selloff and if you should be buying on the dips. Plus, what to buy in the reopening trade. And, Nvidia reports earnings after the bell. The stock is up 100% in a year. Cramer and the committee take their positions 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.

High Growth Stocks Hit a Wall Feb 23, 2021

Show notes

As Fed Chair Jerome Powell finishes up his testimony before the Senate Banking Committee, Scott Wapner and the Investment Committee pick up the conversation with what’s going on with the big tech names getting slammed today. We cover their market moves as stocks fall, and how you should position yourself to weather the storm. Plus, Pete shares some Unusual Activity in two popular 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.

The Great Divergence Feb 22, 2021

Show notes

As the Dow continues to rise higher while the NASDAQ struggles to keep up, Scott Wapner and the Investment Committee debate if it’s time to start betting against big tech as one of our Committee Members has already done. Plus, we’re joined by JP Morgan’s Dubravko Lakos to discuss the powerful setup in the consumer trade as we head towards a global reopening. And the Investment Committee highlights some of their biggest moves to start the week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Breaking Point for Stocks Feb 19, 2021

Show notes

As rates keep rising, Scott Wapner and the Investment Committee debate whether stocks are reaching a breaking point. Plus, we hit all of the Investment Committee’s biggest moves as we head into the weekend, and Pete shares some Unusual Activity in a big chip name. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Live Coverage of the Gamestop Hearing Feb 18, 2021

Show notes

Today, we take live coverage of the Gamestop hearing on Capitol Hill, as leaders of Robinhood, Citadel, Reddit and one of its star traders, along with Melvin Capital, answer questions before the House Financial Services Committee. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bull Run at Risk from Rising Rates? Feb 17, 2021

Show notes

As fears of rising interest rates reverberate across the market, Scott Wapner and the Investment Committee debate whether the record bull run is finally at risk. We will also be joined by Cathie Wood, whose Ark Invesestment Fund has set the ETF World on Fire with an astounding return of 148% in 2020. Plus, Jon has some Unusual Activity in one big social stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Record Rally & Rising Rates Feb 16, 2021

Show notes

Stocks hitting new record highs and interest rates hitting one-year highs. Scott Wapner and the Investment Committee debate what it means for the stock market from here and where to put money to work. Plus, bullish calls on mega-cap tech and some earnings today as CVS and Zoetis beat estimates, and Palantir reports a loss. Plus, Jon shares some Unusual Activity in an important sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Has the Easy Money Been Made? Feb 12, 2021

Show notes

As stocks are on pace for another week of gains, Melissa Lee and the Investment Committee discuss the record inflows into equities and tech and how you should play it. Plus, we cover the Investment Committee’s biggest moves, get some Unusual Activity from Pete, and answer some of 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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