
Halftime Report
1,454 episodes — Page 28 of 30
Your 2021 Playbook
On the last day of 2020, Morgan Brennan and the Halftime Investment Committee discuss what worked and what didn’t over the past year, and what your playbook should be for 2021. We’ve also got some Unusual Activity with Jon Najarian, plus we hit Nordstrom in our Call of the Day. And don’t miss our final round of Ask Halftime as we wrap up 2020. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trading a Record-Setting Market
As stocks set another record today off of the open, Scott Wapner and the Investment Committee discuss what a remarkable run the market has had, and how much longer it can last. Plus, don’t miss Pete’s Unusual activity in Freeport-McMoran & TJ Maxx, our Calls of the Day on Mastercard & Applied Materials, and we get to your questions in Ask Halftime! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Top Stocks and Sectors for 2021
As 2020 comes to a close, Scott Wapner and the Investment Committee discuss the road ahead for your money and which stocks and sectors will work best for the year ahead. Plus, we have a Call of the Day on Wells Fargo & Snap, and Jon Najarian gives us some Unusual Activity on Alibaba & Pitney Bowes. And we answer your questions in a special edition of Ask Halftime! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Best Investments for 2021
As the last trading week of the year starts, Scott Wapner and the Investment Committee debate what the best investments of the new year are likely to be and why some say the rotation from growth stocks to value is already over. Plus we have a Call of the Day on AMD, we hit some Unusual Activity with Pete, and we get to your questions in Ask Halftime! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Time to Get Back into Growth?
Scott Wapner and the Investment Committee debate whether the growth trade is back and how you should play it. Plus, we are joined by Brad Gerstner of Altimeter Capital to discuss the SEC’s approval of the NYSE’s plan for direct listing of IPOs and what it means for investing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
An iCAR in your Future?
With news reports that Apple is building a new and improved electric & autonomous car, Scott Wapner and the Investment Committee debate whether it’s a good idea for Apple, will they succeed, and how you should play it. Plus, tech staging a nice rebound as we head into the new year, can it hold? And we talk Bitcoin with Skybridge Capital’s Founder & Co-Managing Partner, Anthony Scaramucci, what he thinks the future holds for the breakout crypto-currency. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Fate of the Rally
Scott Wapner and the Investment Committee debate the fate of the Santa Claus Rally as news of a mutated and more contagious virus in the UK threatens to overshadow the stimulus deal reached in the US. Plus Mike Mayo joins us as we dive deep into the news that banks have passed their latest stress test, and the Fed will now allow them to buy back stocks. Should you be bullish on the banks? And, we get to your questions in Ask Halftime! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stick with Tech in 2021?
Scott Wapner and the Investment Committee debate whether the best trade of 2020 will continue to boom into the new year. Plus, our traders are making a lot of moves in this market. We break them down and get to your questions in Ask Halftime! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Correction, then Big Rally?
The man who called the 2020 comeback before most joins Scott Wapner and the investment committee to discuss why there’s a correction coming for stocks… followed by a BIG rally.Plus, the top stock picks for 2021. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What to Buy: Lockdown vs Reopen Stock
Mad Money’s Jim Cramer joins Scott Wapner and the investment committee to discuss whether investors will see an end of year rally. Or, if there’s a pause coming.Plus, lockdown stocks vs. reopen stocks - where to put your money to work Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Time to Rotate Again?
Scott Wapner and the investment committee debate if it’s time to rotate back into the so-called ‘stay-at-home’ stocks. Plus, Ariel Investment’s John Rogers on where he’s putting money to workAnd, a bold call on some big energy stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Vaccine Rolls Out: Your Next Money Move
An historic day, as Pfizer’s COVID-19 vaccine begins to ship out. Scott Wapner and the investment committee debate what that means for growth, reopening stocks and your next money move.Plus, one investor finding value in tech. And, a number of big analysts calls. How to play these names Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Red Hot IPO’s a Harbinger of the Market?
Stocks down on the week following a slew of successful IPOs, Scott Wapner and the Investment Committee discuss what that disconnect could mean for your money and how you should position yourself as the year comes to a close. Plus, we analyze the Disney vs. Netflix battle following some blockbuster announcements from Disney’s investor day yesterday. And we get to your questions in Ask Halftime! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is There Too Much Froth in the Market?
As we await yet another high flying IPO in AIRBNB, Scott Wapner and the Investment Committee debate whether the valuations in the tech sector have gotten too far ahead of themselves. Plus, we look ahead to Disney’s Investor Day happening later this afternoon and we get to your questions in Ask Halftime! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Valuations on Growth too High?
As DoorDash joins a slew of companies that have listed for IPOs this year, Scott Wapner and the Investment Committee debate whether growth valuations are too high, or still a good place to invest your money. Plus, we look ahead to AirBNB’s IPO pricing tonight, we have a Call of the Day on Disney, and Pete Najarian goes over his Unusual Activity in Spirit Airlines and Rocket Companies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What the Vaccine Means for the Market
As the first vaccine for COVID-19 is administered in the U.K., Scott Wapner and the Investment Committee debate what this means for your money and where you should position yourself going forward. Plus we hit Nike in our Call of the Day, we have some Unusual Activity in Draft Kings & Rackspace, and we get to your questions in Ask Halftime! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is it Time to Invest Outside the U.S.?
Scott Wapner and the Investment Committee debate whether most of the recovery is already baked into the market. Will the road ahead for your money include markets outside of the U.S.? Plus, we go through the investment committee stock moves and we have a Call of the Day on Boeing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
All Time Highs, Again: Next Year’s Strategy
As the major indices hit record highs again today, Scott Wapner and the Investment Committee debate what the best strategy for the next several months will be for your money. Plus we get to a big earnings week next week, Pete Najarian shows us some Unusual Activity, and we get to your questions in Ask Halftime! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Market’s Record Run Continues
With stocks brushing off almost any risk or worry, Scott Wapner and the Investment Committee debate whether it’s safe to continue buying into a record breaking market. And, we get to some of Jon Najarian’s Unusual Activity in Emerging Markets and Nio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Risks to the Rally
Scott Wapner and the Investment Committee debate whether stocks are increasingly vulnerable to a pullback into the end of the year. Plus, a surprise guest joins us as we discuss whether the high-flying growth names, like Salesforce and DocuSign, are too extended. And, a Call of the Day on Disney. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Final Stretch for Stocks
With stocks higher across the board on the first day of December, Scott Wapner and the Investment Committee debate what a record-breaking November could mean for the year end push. Plus, we discuss Tom Lee’s note that history suggests a 100% probability of December gains, and a bullish call on the FANG names. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stay Bullish on Stocks?
It’s been a November to remember for stocks. Scott Wapner and the investment committee debate if stocks have gotten ahead of themselves and whether investors should stay bullish into the final weeks of the year.Plus, how to play the financials from here and a bullish call on GE – should you buy? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Strategies Beyond Dow 30k
The Dow coming off its first ever close above 30k, giving some back today, are stocks too tired for an end of the year burst or perfectly primed for one last push? Scott Wapner and the Investment Committee discuss where you need to position your portfolio to maximize gains. Plus, we get to some Calls of the Day on Ford and Fisker, Unusual Activity on Palantir and Lowe’s, and answer your questions in Ask Halftime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dow Hits 30,000: Your Next Money Move
An historic milestone, as the Dow crosses 30k and stocks are having their best month since 1987. Scott Wapner and the Investment Committee discuss what worked and what to own going forward. Also, a double upgrade on one big-bank stock. Plus, we get to your questions in Ask Halftime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Are Markets Getting Tired?
Scott Wapner and the investment committee debate if stocks are actually losing steam, despite positive news on the vaccine front. How investors play the remainder of the year.Plus, going big by going small – The best small-caps stocks to buy in this market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Bull Case for Stocks in 2021
Scott Wapner and the investment committee debate a bullish new call on why the S&P 500 will hit 4200 in 2021, and the sectors that will lead the way.Plus, why two gaming stocks that are both up triple-digits this year may still have room to run. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Turbulence Ahead for Stocks?
Scott Wapner and the investment committee debate what will get stocks moving higher again and the names you should be watching right now.Plus, banking on the financials – bullish calls on a number of names. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks That Will Work the Best
More positive news on the vaccine front. Mad Money’s Jim Cramer joins Scott Wapner and the investment committee to discuss which stocks will work the best in the months ahead. Will value outperform growth?Plus, is it time to start buy Boeing? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Buffett’s Big Moves
Scott Wapner and the investment committee discuss the latest buy and sells by Warren Buffett’s Berkshire Hathaway and if investors should follow him.Plus, Tesla being added to the S&P 500. But, should you buy the stock? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Halftime Report 11/16/20
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Road Ahead for Your Money
COVID cases continue to surge. But, the bulls look forward to promising vaccine news. Scott Wapner and the Investment Committee debate how you should position yourself to make the most out of your portfolio. Plus, the trades ahead of big earnings next week from Home Depot, Lowe’s, Walmart, Target and NVIDIA Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
COVID cases rising, what now for stocks?
As COVID-19 cases rise nationwide, Scott Wapner and the Investment Committee debate how to position yourself with a vaccine still months away. Should you prepare for more shutdowns and a market pullback, or continue buying stocks? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Veterans Day Special: Honoring Those Who Serve
On this Veterans Day, Scott Wapner and the Investment Committee answer questions from veterans across the country about their investing goals. We also debate all the market moves you need to make as the Russell 2000 hits record highs and the Dow and S&P continue riding higher. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The State of Stocks
After Monday’s monster rally, Scott Wapner and the Investment Committee debate where your money will work best in the weeks and months ahead. We’re joined by special guest Brad Gerstner, founder and CEO of Altimeter Capital. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Vaccine in Sight, What Now for Stocks?
Pfizer’s Covid Vaccine shows to be more than 90% effective in clinical trials, Scott Wapner and the Investment Committee discuss the stunning news as the market soars to record highs. Is it time to buy the ‘reopening’ stocks and sell the high-flying ‘stay-at-home’ stocks? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How to Invest Beyond the Election
As vote counts continue to stream in, Scott Wapner and the Investment Committee discuss the moves that you need to make to stay ahead of the market. Plus, what asset class should you be laser-focused on beyond the election, and how can you protect your portfolio in the coming months. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Your Post-Election Playbook
As the election results begin to crystalize, Scott Wapner and the Investment Committee discuss the best moves for your money no matter what the results will be. Plus, we keep you updated on where the remaining battleground states fall as new numbers are reported in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Day After
Our Breaking News coverage continues as the winner of the U.S. election is still unclear. Scott Wapner and the Investment Committee discuss what multiple scenarios will mean for your portfolio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Your Election Day Playbook
As America heads to the polls, Scott Wapner and the Investment Committee votes on where your money will work best in the years ahead. Plus, we discuss the “market trifecta” with Citi’s Private Bank Head of Capital Markets and how it could be a catalyst for stocks in 2021. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Election Tomorrow, What to do Today
Scott Wapner and the Investment Committee break down what’s in store for your money no matter the outcome of the election tomorrow. Plus, we discuss two beaten down stocks in our Call of the Day! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Big 4 in the Books. How to Trade it.
Scott Wapner and the Investment Committee break down earnings of the big four tech giants a day after they reported. How those earnings reports as well as the looming election will hit markets and what you should do with your portfolio. Plus we get to your questions in Ask Halftime! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Will the Big 4 Deliver?
Apple, Amazon, Alphabet and Facebook set to report earnings after the bell. Scott Wapner and the Investment Committee debate whether they will deliver and how investors should be positioning their portfolio ahead of the results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bigger Declines Ahead for Stocks?
As we continue to monitor the Big Tech hearing on Capitol Hill, Scott Wapner and the Investment Committee discuss the rising COVID cases in the U.S. & Europe, while the markets continue their precipitous fall. What you should do to protect your money in an increasingly volatile environment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech Bubble Troubles
Scott Wapner and the Investment Committee discuss famed hedge fund manager David Einhorn’s new note that says we’re now in the midst of an enormous tech bubble. We also break down Microsoft’s critical earnings report and what it means for your portfolio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How to Play the Sell-Off
Scott Wapner and the Investment Committee discuss the market drop as cases of COVID-19 surge, stimulus fizzles and the most critical week in earnings looms. What kinds of moves you should make with your money with all of these events hanging over your portfolio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Market Spike in the Cards?
A huge new call from a big time fund manager overseeing more than 2.5 trillion dollars in assets, Scott Wapner and the Investment Committee discuss with Blackrock’s Rick Rieder why he says stocks are going much higher. Plus, we talk about some disappointing earnings this week and brace for a slew of big tech earnings reporting next week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stimulus, Virus, and the Election
Scott Wapner and the Investment Committee count down to the election and what lies ahead for your money. We discuss stimulus, the virus, and what should be in your playbook. Plus, what are the speed bumps that lie ahead for big tech and we go over some big names that report earnings next week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Correction Coming?
Scott Wapner and the Investment Committee debate whether a 10% correction is coming with one big-time market watcher, Mike Wilson from Morgan Stanley. And later, we discuss growth vs. value and get to your questions in Ask Halftime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Top-ranked macro strategist on the state of stocks
Scott Wapner and the Investment committee are joined today by JP Morgan’s Marko Kolanovic, a man known to move markets, to talk about where stocks will go from here. We discuss the election, a COVID-19 vaccine, risks for big tech, and reopening the economy. And later, we’re joined by Patriots linebacker Brandon Copeland to talk about how to manage your money during the pandemic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Correction in the Cards?
Scott Wapner and the Investment Committee discuss whether the market is being too complacent with virus fears and stimulus uncertainty hanging in the balance. We debate a call from one major market watcher that says a major correction is coming in the near term. Plus we get to your video questions in Ask Halftime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.