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Halftime Report

Halftime Report

1,453 episodes — Page 10 of 30

CNBC Pro Talks: Frank Cappelleri on charting stocks for success 7/26/24

CNBC’s Dominic Chu sits down with Frank Cappelleri, founder and president of independent research firm CappThesis, as he breaks down how he uses technical analysis to navigate the ever-changing stock market. Cappelleri shares how charts help him find small-cap stars, ETFs poised for a breakout and more. Plus, he takes stock-specific questions from Pro subscribers.CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to [cnbc.com/protalks]. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 26, 202416 min

The State of the Tech Trade 7/25/24

Frank Holland and the Investment Committee debate the state of the tech trade as the rest of the magnificent seven names get set to report next week. Plus, we discuss the latest Calls of the Day. And later, the biggest IPO of the year, Lineage, starts trading. Leslie Picker joins us with all the details. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 25, 202446 min

The Tech Selloff 7/24/24

Frank Holland and the Investment Committee break down the fierce tech selloff pushing the Nasdaq to it’s worst day of the year. Plus, Bill Baruch calls in with his Tesla strategy as the stock is experiencing one of its worst days since January. And later, the desk discusses the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 24, 202447 min

The Market’s Moment of Truth 7/23/24

Dom Chu and the Investment Committee discuss the market’s moment of truth as it gears up for the first round of mega cap tech earnings. Plus, a Chart of the Day on UPS, Jenny owns it and breaks down what to do with the stock from here. And later, Josh Brown gives a Trade School on what to do when a stock like Crowdstrike has a really bad week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 23, 202445 min

Navigating the Political Uncertainty 7/22/24

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

Jul 22, 202444 min

S&P on Track for Worst Week in 3 Months 07/19/24

Frank Holland and the Investment Committee debate stocks sinking today with the S&P 500 heading for its worst week in 3 months. Plus, Crowdstrike plunging today as a botched software update triggers one of the biggest IT global outages in history, it’s our Chart of the Day. And later, the Committee discuss their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 19, 202443 min

The Fate of the Rally 7/18/24

Frank Holland and the Investment Committee debate the fate of the rally as tech takes another tumble. The experts detail their latest portfolio moves. The call of the day is on CrowdStrike. The chart of the day is Warner Bros. Discovery. CNBC Senior Markets Commentator Michael Santoli joins the desk with his Midday Word. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 18, 202444 min

Semi Smackdown 7/17/24

Melissa Lee and the Investment Committee discuss the Semi Smackdown as chip stocks get whacked and the Nasdaq heads for its worst day of the year. Plus, we cover the latest Calls of the Day. And later, the desk detail their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 17, 202444 min

Debating the Rotation Rally 7/16/24

Dom Chu and the Investment Committee discuss small caps soaring and a fresh record high for the Dow. Plus, the Committee share their latest portfolio moves. And later, we debate the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 16, 202444 min

Stocks Continue their Record Run 7/15/24

Dom Chu and the Investment Committee discuss stocks at record highs as we await Fed Chair Powell’s interview at the Economic Club in Washington. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 15, 20241h 15m

The Rotation Conversation 7/12/24

Scott Wapner and the Investment Committee debate whether the rotation is real as stocks push higher today. Plus, the desk detail their latest portfolio moves. And later, Bill Baruch joins the Committee with his Options trade on Intel in what we’re calling “Your Best Option.”Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 12, 202444 min

Small Caps Surge 7/11/24

Scott Wapner and the Investment Committee discuss the Russell 2000 with small caps staging the sharpest rally of the year right now. Plus, Tesla down sharply after postponing a robotaxi announcement, shareholdrs Bryn Talkington and Bill Baruch detail their strategy in the stock. And later, the desk reveal their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 11, 202444 min

The Record Run Continues 7/10/24

Scott Wapner and the Investment Committee debate the record run for the market as stocks hit new highs again. Plus, we’re continuing to monitor Fed Chair Powell’s testimony at the House Financial Services Committee. And later, the Committee discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 10, 202458 min

The Playbook after Powell’s Testimony 7/9/24

Scott Wapner and the Investment Committee discuss their strategy following Powell’s testimony at the Senate Banking Committee this morning. Plus, the desk discusses the latest Calls of the Day on Netflix, American Express, Devon Energy and more. And later, the Committee talk about some stocks that are hitting new 52-week highs. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 9, 202447 min

The Continued Stock Surge 7/8/24

Scott Wapner and the Investment Committee discuss the continued stock surge as the S&P and NASDAQ hit more new highs. Plus, the desk discusses the latest Calls of the Day on Union Pacific, JPMorgan, ServiceNow and more. And later, Corning leads the S&P today, it’s our Chart of the Day. Shareholder Josh Brown calls in with his strategy on the stock from here. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 8, 202444 min

Stocks Hit New Highs after Jobs Report 7/5/24

Scott Wapner and the Investment Committee debate stocks at record highs led once again by several mega cap tech names. Plus, Jenny Harrington and Bill Baruch making some moves in their portfolios, they share all the details. And later, charged for checking? The Committee discuss how charging banking customers for checking accounts will affect the banks. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 5, 202444 min

The Second Half Strategy 7/3/24

Scott Wapner and the Investment Committee discuss the second half strategy on this holiday shortened trading day. Plus, we cover some Calls of the Day on Adobe, Oracle, Union Pacific and more. And later, Jim Lebenthal weighs in the reported merger between Paramount and Skydance. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 3, 202444 min

The State of Stocks in Q3 7/2/24

Frank Holland and the Investment Committee debate the state of stocks as the third quarter kicks into gear. Plus, we’ve got some Calls of the Day on Uber, SLB, RTX and more. And later, the committee discuss the housing sector as some names in the sector catch a downgrade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 2, 202444 min

Second Half Strategy 7/1/24

Frank Holland and the Investment Committee discuss a second half strategy with stocks near record highs and tech up nearly 30 percent this year. Plus, the Committee share their latest trades. And later, Energy stocks hitting a speed bump, the desk discuss their top energy picks. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 1, 202444 min

Final Trading Day of the First Half 6/28/24

Scott Wapner and the Investment Committee debate what the second half of the year will hold for stocks. The experts detail their latest portfolio moves. The desk reacts to CNBC’s exclusive Delivering Alpha Investor Survey. The call of the day is on Qualcomm. Legendary sports broadcaster Al Michaels joins to talk AI and the Olympics.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 28, 202444 min

The Next Leg of the Rally 6/27/24

Scott Wapner and the Investment Committee debate how much is hinging on tomorrow’s inflation report, as the first half of the year comes to a close. Josh Brown doubles his position in Amazon. Micron dips after earnings; Bill Baruch is back with a trade update. The calls of the day include Rio Tinto, Coca-Cola, Disney and AT&T. Jenny Harrington explains why she’s buying more of one medical technology stock.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 27, 202444 min

Volatile Summer or Smooth Sailing? 06/26/24

Scott Wapner and the Investment Committee discuss if this will be a summer of volatility or more smooth sailing for stocks. The experts detail their latest portfolio moves. The desk debates Nvidia as its annual shareholder meeting gets underway. The calls of the day include Home Depot, Accenture, Shopify, Blackstone, and Caterpillar. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 26, 202449 min

The Nvidia Correction 6/25/24

Scott Wapner and the Investment Committee discuss what Nvidia’s correction means for stocks. The experts detail their latest portfolio moves. The calls of the day include Uber, Tesla, and McDonald’s. Bitcoin is bouncing back. The panel checks in on their top contrarian ideas for 2024.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 25, 202444 min

The Second Half for Stocks 6/24/24

Scott Wapner and the Investment Committee discuss whether the rally can last as we approach the second half of the year. The calls of the day include Chipotle, UnitedHealth, and Nike. The experts debate the energy trade. The chart of the day is Alnylam Pharmaceuticals.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 24, 202444 min

The Rally’s Durability 6/21/24

Scott Wapner and the Investment Committee debate the rally’s durability, Nvidia’s meteoric rise and pullback, and what to do with your money. Plus, we cover the latest Calls of the Day on Palo Alto, Tesla and Freeport-McMoran. And later, the committee discuss the winners in their portfolio and what to do with them now. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 21, 202444 min

Nvidia’s Surge: Is It Justified? 6/20/24

Scott Wapner and the Investment Committee discuss surging stocks as the S&P tops 5,500 for the first time ever, led by Nvidia. The desk debates whether Nvidia’s meteoric rise is justified. Plus, we cover the latest calls of the day. And later, oil hitting $80 a barrel, the Committee share their energy sector plays. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 20, 202444 min

Wall Street gets more Bullish 6/18/24

Scott Wapner and the Investment Committee discuss Wall Street getting more bullish as several firms raise their price targets and a survey of fund managers reveals the most optimism in three years. Plus, the desk is making some moves in their portfolios, they reveal them all. And later, we cover the latest Calls of the Day on Corning, Accenture and Carmax.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 18, 202444 min

The State of Tech 6/17/24

Scott Wapner and the Investment Committee break down the state of the tech trade as Jim Lebenthal adds a new name to his portfolio. Plus, the setup on Lennar ahead of earnings after the bell. And we're going global with a look at international opportunities in ETF market.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 17, 202444 min

Apple Back on Top of the Market 6/14/24

Scott Wapner and the Investment Committee discuss Apple reacting the mantle of most valuable stock in the market. The Committee debate what it means for your money. Plus, a Chart of the Day on Adobe, soaring after earnings. And later, we cover the latest Calls of the Day Amazon, Roblox, Citi and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 14, 202444 min

Your Summer Playbook as Inflation Cools 6/13/24

Frank Holland and the Investment Committee discuss the fresh signs of cooling inflation as the Fed signals just one rate cut before the end of the year. Plus, we’ve got some Calls of the Day on committee names, the desk debate their stocks. And later, the Paramount deal with Skydance falls through, shareholder Jim Lebenthal talks about what’s next for the media name. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 13, 202444 min

A Key Day for your Money 6/12/24

Frank Holland and the Investment Committee debate what’s at stake for the market as stocks continue to touch new highs and a Fed meeting is less than two hours away. Plus, The Committee share their latest moves. And we’ve got some Calls of the Day on Lennar, KB Homes, Nextera Energy and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 12, 202444 min

Brad Gerstner joins Halftime Report Live in San Francisco 6/11/24

Scott Wapner and the Investment Committee discuss Apple’s latest salvo in the AI arms race and what it could mean for the tech trade. Plus, Altimeter Capital’s Brad Gerstner joins us to discuss the markets, tech, his latest trades and more. And later, a Call of the Day on Uber, reiterated as a top pick at Citi, the desk have a heated debate on the ride-sharing company. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 11, 202450 min

Will WWDC Deliver for Apple? 6/10/24

Scott Wapner is live from Apple Park in Cupertino, California ahead of Apple’s Worldwide Developers Conference today. The Investment Committee discuss what the conference means for Apple and what they’re expecting from the company. Plus, we cover the latest Calls of the Day on AMD, Snowflake, Uber and more. And later, we give you the setup on some key tech earnings reporting later this week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 10, 202444 min

The Market and the Hotter than Expected Jobs Report 6/7/24

Scott Wapner and the Investment Committee debate the markets after a hotter than expected jobs report hit the tapes. Plus, we’re monitoring Gamestop as meme investor “Roaring Kitty” has a youtube livestream scheduled in our hour. And later, the Investment Committee share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 7, 202447 min

CNBC Pro Talks: Jim Lebenthal on why going back to the fundamentals will make you a better investor 6/7/24

Veteran "Halftime" guest and investor Jim Lebenthal sat down with CNBC's Dominic Chu to discuss how the former nuclear engineer and U.S. Navy officer created a science-minded approach to fundamental analysis and value investing that has led to a decades-long career on Wall Street. Lebenthal goes into detail on how he uses different fundamental analytical tools, walking Pro subscribers through how he finds price-to-earnings growth ratios of stocks like Amazon and Nvidia. He also gives examples of how to incorporate tools from technical analysis to help augment his decision-making process, and fields stock-specific questions from Pro subscribers. CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to [cnbc.com/protalks]. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 7, 202429 min

Nvidia’s Unrelenting Run 6/6/24

Scott Wapner and the Investment Committee discuss Nvidia’s unrelenting move higher as it powers the Nasdaq to it’s best week in more than a month. Plus, The Committee share their latest portfolio moves. And later, Salesforce pushing hire as Value Act Capital takes a stake, the desk reacts. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 6, 202444 min

The Nasdaq Rallies to another Record High 6/5/24

Scott Wapner and the Investment Committee debate the Nasdaq as the index rallies to another record high. Plus, Crowdstike surging after earnings, it’s our Chart of the Day. And later, the Committee discuss the latest Calls of the Day on Uber, Nextera Energy, Applied Materials and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 5, 202444 min

The Rally’s Next Leg 06/04/24

Scott Wapner and the Investment Committee debate whether the rally’s next leg will be up or down. Plus, Josh Brown is doubling his position in Amazon, he explains why. And later, we cover the latest calls of the day on American Express, Stanley Black & Decker, and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 4, 202443 min

The June Playbook: Swoon or Sizzle 6/3/24

Scott Wapner and the Investment Committee debate their June Playbook with stocks coming off another positive month. Plus, the desk is making some major portfolio moves, they detail them all. And later, some committee stocks are on the move, they detail their strategy with the names. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 3, 202444 min

Trading the Market as May Ends 5/31/24

Scott Wapner and the Investment Committee debate the state of stocks, the tech trade and more as May comes to an end. Plus, Carl Icahn taking a stake in Caesars, we bring you the latest. And later, some Calls of the Day on Schwab, Qualcomm and McDonald’s.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 31, 202444 min

Navigating the Tech Trade 5/30/24

Scott Wapner and the Investment Committee discuss the tech sector and how to trade it with one committee member bailing on Salesforce, and another sticking with it. Plus, we cover the latest calls of the day in the healthcare sector. And later, the desk share their latest moves in the market. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 30, 202444 min

Rising Yields, Falling Stocks 5/29/24

Scott Wapner and the Investment Committee debate whether stocks can withstand rising yields. Plus, American Airlines falling, it’s our Chart of the Day. And later, the desk covers the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 29, 202444 min

Apple and Nvidia Push Nasdaq to New High 5/28/24

Scott Wapner and the Investment Committee discuss the continued tech rally as Apple and Nvidia push the Nasdaq to new highs. Plus, super biotech investor Michelle Ross joins us wither two stocks she owns that are surging. And later, we’ve got some Calls of the Day on Live Nation and Netflix. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 28, 202443 min

The State of Stocks 5/24/24

Scott Wapner and the Investment Committee discuss the state of stocks after another pivotal week for the market. Plus, the desk making some moves in their portfolio, they reveal their latest trades. And later, A Call of the Day on XPO, Jenny Harrington owns it and talks about what to do with the stock now. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 24, 202444 min

Nvidia Hits Record Highs 5/23/24

Scott Wapner and the Investment Committee discuss Nvidia as shares hit a record high after earnings, lifting all of tech with it. Plus, we’ve got a Call of the Day on a Josh Brown name, he reacts to an analyst calling Toast “great company but not a good stock.” And later, insurance names under pressure as NOAA says hurricane season will be one of the worst ever. Contessa Brewer joins us with the details. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 23, 202444 min

The Great Wait for Nvidia Earnings 5/22/24

Scott Wapner and the Investment Committee look ahead to Nvidia earnings tonight and what it will mean for tech and the markets. Plus, Lululemon hitting a new 52-week low, it’s our Chart of the Day. And later, the desk talk about some of their stocks on winning and losing streaks. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 22, 202442 min

The Nasdaq’s Moment of Truth: Nvidia Earnings 5/21/24

Scott Wapner and the Investment Committee debate the Nasdaq’s moment of truth, Nvidia earnings tomorrow. Plus, the desk share their latest portfolio moves. And later, Ares Management is holding their 2024 investor day, Leslie Picker is there and brings us an exclusive interview with Ares Management Co-Founders Michael Arougheti and Tony Ressler. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 21, 202447 min

Position for an “Everything Rally” 5/20/24

Scott Wapner and the Investment Committee discuss stocks extending their record highs today and how to position yourself for an everything rally. Plus cyber stocks on a tear, the desk debate how to trade these names. And later, the Aerospace and Defense ETF, ITA, hits an all-time high. The Committee debate what’s next for the sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 20, 202443 min

Surging Stocks and More 5/17/24

Scott Wapner and the Investment Committee discuss surging assets as much more than just stocks have been on a tear over the past six months. Plus, we look ahead to Microsoft’s Big AI event on Monday. And later, the desk share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 17, 202444 min

Dow tops 40k 05/16/24

Scott Wapner and the Investment Committee debate the Dow topping 40,000 and the high-flying stocks that got us there. Plus, the Committee detail their latest portfolio moves. And later, Berkshire reveals their Chubb position, the desk discuss the insurance names. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 16, 202442 min