Halftime Report

Latest Episodes:

Inflation Eases Again: Game Changer for Stock? 1/12/23 Jan 12, 2023

Show notes

Scott Wapner and the Investment Committee discuss what the latest round of cooling inflation data means for stocks from here. Plus, Ed Yardeni of Yardeni Research calls in to break it all down. Also, Nelson Peltz vs. Disney, the Committee debate whether the proxy fight can bring value back to Disney. And later, we’ve got some Calls of the Day on Cleveland Cliffs, American Tower, and ServiceNow - the Committee weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Counting Down to the CPI 1/11/23 Jan 11, 2023

Show notes

Scott Wapner and the Investment Committee debate what tomorrow’s CPI will mean for the ongoing rally. We’ve got the latest must-see predictions from JP Morgan’s trading desk. Plus, a Call of the Day on Salesforce, getting downgraded to underperform at Bernstein, what should you do with the name now. And later, we grade your latest trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Pivotal Moment for Stocks 1/10/23 Jan 10, 2023

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Scott Wapner and the Investment Committee are on rally watch today as some say stocks have reached a critical point to start the year. Plus, Josh Brown sells Netflix, he explains why. Also, a Call of the Day on Boeing, downgraded by Morgan Stanley but target price raised, the Committee weigh in on this name, up 50% in the last 6 months. And later, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can This Rally Last? 1/9/23 Jan 09, 2023

Show notes

As stocks are trying to build on last week’s gains, Scott Wapner and the Investment Committee debate the CPI looming large along with the start of earnings. Plus, Steve Liesman joins us to discuss the Fed and what they have in store for the market. And later, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cooler Wages, Hotter Stocks? 1/6/23 Jan 06, 2023

Show notes

Fears about wage inflation eases. Scott Wapner and the Investment Committee debate what today’s data means for the Fed, stocks and your money. Plus, the Stock Summit continues, with the Investment Committee sharing their favorite stocks for 2023. And later, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jobs Hot: What Now for Fed & Stocks? 1/5/23 Jan 05, 2023

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More strong jobs data sending stocks tumbling. Scott Wapner and the Investment Committee debate what it means for the Fed’s rate hike plan and your money. Plus, we continue our 2023 Stock Summit, with top picks for 2023 from our committee members. And later, we grade your most recent trades in “Grade My Trade.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Bottom in 2023? 1/4/23 Jan 04, 2023

Show notes

Scott Wapner and the Investment Committee debate whether the market will revisit the October bottom. Plus, the second day of our Stock Summit is underway, with the Committee picking their favorite picks for 2023. And later, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

New Year, New Strategy? 1/3/23 Jan 03, 2023

Show notes

Coming off the worst year since 2008, Scott Wapner and the Investment Committee debate the year ahead for your money and whether 2023 will provide new hope or another round of pain for investors. Plus, our second annual stock summit is under way where the Investment Committee share their best ideas for 2023. And later, a Call of the Day on Paypal, is the company a buy at these levels, the Committee weigh in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goodbye 2022 12/30/22 Dec 30, 2022

Show notes

Hello, 2023. Scott Wapner and the investment committee debate what the year ahead holds for your money. Plus, the latest portfolio moves from our experts, our Chart of the Day on one big energy stock, and the committee grades your trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Stretch Run and Beyond 12/29/22 Dec 29, 2022

Show notes

Scott Wapner and the investment committee debate what the last trading days of the year may hold for your money in 2023. Plus, legendary play-by-play announcer Al Michaels joins us ahead of tonight’s big game. And later, our experts Grade your Trade. 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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