
Halftime Report
1,522 episodes — Page 30 of 31
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.
Bigger Retail Rebound Ahead?
Scott Wapner and the Investment Committee discuss the return in retail as several names hit new highs today. Plus, we take a look at some big names that report earnings next week and we 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.
Virus, Stimulus & Stock
Scott Wapner and the Investment Committee debate what to do with your money while stocks sell off because of dwindling hopes for stimulus and rising virus cases worldwide. Plus, we take a deep dive into the bombshell New York Times story that details the Trump administration’s private briefings that fueled the market sell off in February. Kate Kelly, one of the writers of the piece, joins us. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Threat to Stocks
Scott Wapner and the investment committee debate where this stock market goes from here with the threat of no stimulus before the November elections. Plus, this stock is up 1% since one of our traders told you about it at the beginning of the month. It’s now been added to Goldman’s conviction buy list. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What Banks Are Signaling About Earnings Season
Scott Wapner and the Investment Committee debate big bank results from JPMorgan and Citi - both falling despite reporting a beat. Plus we talk to Mike Mayo, who’s called for Michael Corbat, CEO of Citigroup, to step down now. And, the traders discuss Apple’s “Hi, Speed” event, what it means for the stock and if you should jump in now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mega-Cap Comeback
Scott Wapner and the Investment Committee discuss the bounce back in Mega Cap stocks with Apple leading the Nasdaq’s push higher, ahead of its biggest event in year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stimulus & Stocks: Your Next Money Move
With Stimulus talks seemingly back on track, Scott Wapner and the Investment Committee discuss the broadening rally and whether we’re looking at a year-end rally. Plus, we discuss Apple’s big event next week and we take 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.
Go big by going small
Scott Wapner and the Investment Committee discuss large vs small caps, where you should put your money as the election looms over the market, and stimulus talks hit another hurdle. Plus, we answer your burning questions in our Ask Halftime segment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stimulus hangs in the balance
Scott Wapner and the Investment Committee debate whether stimulus is possible with the mixed messaging coming from the White House and how you should trade it. Plus, the threat of getting broken up looms over big tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Rising rates, rising risk to stocks?
Scott Wapner and the Investment Committee discuss the big move in yields and if it poses a big risk to the tech trade that has been fueling this stock market. 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 Ahead of the Election
Scott Wapner and the Investment Committee discuss the state of stocks with election day only four weeks away. Plus, what happens to the market if a second wave of the virus hits, and how should you react with your money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The President Tests Positive: Markets react
Scott Wapner and the Investment Committee discuss the latest developments with President Trump testing positive for Covid-19 and how one expert believes it could be a turning point for the market. Plus the latest jobs report raises questions today about the pace of the recovery. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Where to Invest in Q4
A great third quarter, but a rough September. Scott Wapner and the Investment Committee debate where to put your money to work in the final three months of the year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Fourth Quarter Roadmap for your Money
Scott Wapner and the Investment Committee discuss where stocks are likely to go from here as September shapes up to be the worst month since March. Plus, we continue to highlight the Investment Committee’s 3rd quarter performance and their plays heading into the final quarter of the year. 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
Scott Wapner and the Investment Committee discuss where stocks go from here as September shapes up to be the worst month since March. Plus, we go through the investment committee’s quarterly performance and what they’re planning to do for the next quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Has the Correction Run it Course?
Brian Sullivan and the Halftime Investment Committee debate what to make of Monday’s rally and whether the correction is almost done.Plus, one red-hot sector in the reopening trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Bigger Meltdown in the Cards?
Scott Wapner and the Investment committee discuss the damage that’s been done to the stock market and debate if you should buy on this drop or go to cash. Plus, some beatdown names upgraded to overweight, is it time to buy? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Mounting Risks for your Money
Scott Wapner and the Investment Committee debate the mounting risks for your money as stocks are on pace for their fourth down week in a row. Plus, one stock that’s down 40% this year just got a buy call. Why it may rally 70% from here Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The True State of Stocks
Scott Wapner and the Investment Committee are joined by Jim Cramer as they discuss the true state of stocks and whether tech is still in danger of a more dramatic pullback. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
More downside for stocks?
Morgan Stanley’s Chief U.S. Equity Strategist, Mike Wilson, joins Scott Wapner and the investment committee to make his case about why there could be bigger declines ahead for stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Second Wave of the Correction Coming?
Scott Wapner and the investment committee debate if investors should buy on today’s sharp sell-off and whether a second wave of the stock market correction is coming. Plus, a number of bullish calls on Boeing, UPS and more Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
More Tech Selling Ahead?
Scott Wapner and the investment committee debate if there’s more turbulence ahead for the tech trade and whether it’s time to put money to work, especially in the value-oriented names. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is Snowflake’s Incredible IPO a Warning Sign for Stocks?
Scott Wapner and the investment committee debate the possible warning signs for the tech and growth trade, as the Nasdaq falls into correction territory.Plus, one stock that’s up over 35% in 6 months getting a buy call. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Biggest IPO of the Year!
Snowflake is the biggest IPO of the year. Scott Wapner and the investment committee are joined by two of Snowflake’s biggest investors. What this offering means for the tech landscape and for this rally. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is the Correction Over?
Scott Wapner and the investment committee debate if the stock market correction is already over and what investors do now. Plus, the trade on Apple as it unveils its latest gadgets. And, one retail stock getting a buy call – it’s up about 10% in the past week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks Primed to Pop?
Scott Wapner and the investment committee debate whether the market is set to rally with a number of Wall Street notes saying the S&P 500 is headed to 3,600 by the end of the year. Plus, why Jon Najarian is buying Apple and one hot chip stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is Apple Vulnerable?
Scott Wapner and the investment committee debate how vulnerable Apple is in this recent sell-off and volatility. Plus, what to do with the other high-flying growth names, like Peloton. And, The #1 semiconductor analyst on the street on his latest top idea Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Diversity in the Boardroom
Scott Wapner is joined by a star-studded lineup to tackle the issues of diversity in America’s boardroom/ Altimeter’s Brad Gerstner, Merck’s CEO, Zillow CEO, United Airlines’ Oscar Munoz and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How Bad is the Tech Wreck Going to Get?
Scott Wapner at the investment committee debate if tech is headed to bigger declines and what to do with the so-called FAANG trade.Plus, a bullish call on Disney. Is it time to buy? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is the Pullback Part of a Healthy Correction?
Dominic Chu and the investment committee debate if investors have been too complacent. Or, if this market plunge is part of a healthy correction. Plus, the opportunities that may be opening up. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Start of the ‘September swoon’?
Tyler Mathisen and the investment committee debate if today’s market plunge is the start of a September sell-off and what should investors do now. Plus, the bright spots 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.
Are stocks getting frothy?
Tyler Mathisen and the investment committee debate if stocks are getting too expensive and if investors are too complacent. Plus, one red-hot chip stock getting its price target raised to a new street high. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
September Stock Strategies
After wrapping up the best August in decades, Tyler Mathisen and the investment committee debate what investors do now as they head into what is usually the worst month for stocks. Plus, the stocks that should be on your buy and sell list. And, Zoom shares soaring 35%, now up 550% this year. Is there more 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.