Halftime Report

Latest Episodes:

Trading the Volatility 4/10/25 Apr 10, 2025

Show notes

Scott Wapner and the Investment Committee discuss the sharp downturn in the market following yesterday’s historic move.

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Navigating the Market Turbulence 4/9/25 Apr 09, 2025

Show notes

Scott Wapner and the Investment Committee navigate the turbulent markets as tariff news continues to push volatility in the markets. Plus, BMO cuts its price target to $6,100, Brian Belski calls in to explain why. And later, the Committee share their latest market moves.

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Trading the Turbulence 4/8/25 Apr 08, 2025

Show notes

Scott Wapner and the Investment Committee debate the volatility in the markets as the indices started the day strong but start to give back gains during the hour. Plus, the desk making more moves in their portfolios as the market whipsaws, they share the details. And later, Jenny Harrington out with a new book on dividend investing, she explains how her strategy can work in a volatile market.

Investment Committee Disclosures

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Assessing the Damage 4/7/25 Apr 07, 2025

Show notes

Scott Wapner and the Investment Committee assess the damage Trump’s Trade War has done to the market so far, and debate what’s to come. Plus, Leslie Picker joins us with some comments from Larry Fink, stating that we might be in a recession right now, the desk discusses his comments. And later, some committee members are making some moves, they detail their trades.

Investment Committee Disclosures

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Trading the Trump Selloff 4/4/25 Apr 04, 2025

Show notes

Scott Wapner and the Investment Committee discuss the market selloff as the Trump Tariffs weigh heavily on the major indices. The Committee share some of their portfolio moves as markets plummet with some members buying as the market continues to fall. And later, Josh Brown calls in with his take on the selloff and shares some moves he’s making.

Investment Committee Disclosures

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Trump Tariffs Tank Stocks 4/3/25 Apr 03, 2025

Show notes

Scott Wapner and the Investment Committee discuss the Trump tariff sell-off after a much worse than expected outcome. Plus, Josh Brown is buying a stock amidst the sea of red in the market, he breaks down why. And later, Altimeter Capital’s Founder and CEO Brad Gerstner joins us to discuss Tariffs and how he’s thinking about some of his current positions in the market.

Investment Committee Disclosures

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Trading Trump’s New Tariffs 4/2/25 Apr 02, 2025

Show notes

Scott Wapner and the Investment Committee debate “Escalation Day” as new tariffs are set to be announced later this afternoon. Plus, the desk making some major portfolio moves, they detail them all. And later, we go through the Committee’s quarterly report.

Investment Committee Disclosures

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President Trump’s Tariff Rollout Looms Large 4/1/25 Apr 01, 2025

Show notes

Scott Wapner and the Investment Committee debate the President’s so-called “Liberation Day” as it looms large over the market. Plus, Stephanie Link shares some of her latest portfolio moves. And Josh Brown discusses some of his quarterly winners and losers.

Investment Committee Disclosures

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Rethinking the Risk of Recession 3/31/25 Mar 31, 2025

Show notes

Listen to the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day.

Investment Committee Disclosures

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The Great Reassessment Trade 3/28/25 Mar 28, 2025

Show notes

Scott Wapner and the Investment Committee reassess the markets as stocks fall into the afternoon. Plus, the desk making multiple moves in their portfolios, they share all the details. And, we continue to monitor the Coreweave IPO.

Investment Committee Disclosures

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