
Halftime Report
1,522 episodes — Page 5 of 31
The Year's Stretch Run 10/31/25
Scott Wapner and the Investment Committee discuss the market's massive week as a new trading month looms. The experts detail their latest portfolio moves. Josh Brown is back with his Best Stocks in the Market. The Setup is on next week's top earnings to watch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trading the Massive Market Day 10/30/25
Frank Holland and the Investment Committee debate tech earnings taking center stage and what it means for the market and your money. Plus, the desk shares their latest portfolio moves. And later, the Committee gives you the earnings setup on stocks beyond big tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trading the Massive Market Day 10/29/25
Scott Wapner and the Investment Committee debate the massive market day with Nvidia becoming the first five trillion-dollar company, Alphabet, Meta and Microsoft reporting in overtime and a Fed decision dropping later today. What does it all mean for the market and your money. Plus, we hit the latest Calls of the Day. And later, And later, the Committee get to the setup on some key names reporting in the next 24 hours beyond the big tech companies. 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.
Trading the 'Tech Palooza' 10/28/25
Scott Wapner and the Investment Committee debate mega cap tech stocks as Apple and Microsoft hit major milestones. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights two energy names in his "Best Stocks 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.
Trading the Critical Week Ahead 10/27/25
Scott Wapner and the Investment Committee debate this critical week for your money with mega cap earnings, a Fed decision, the President Trump and China's Xi meeting and more on deck. Plus, the desk debate whether Elon Musk is worth his trillion dollar pay package for Tesla. And later, Gold extends its recent slide, the committee debate how to trade the precious metal. 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.
Record High Strategies 10/24/25
Scott Wapner and the Investment Committee debate their strategies when stocks are at record highs. Plus, they share their latest portfolio moves. And later, the desk debates the best long and short ideas for Q4. 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.
Trading the Earnings Movers 10/23/25
Scott Wapner and the Investment Committee debate the earnings fallout after Tesla, IBM and others are on the move following their reports. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights a brokerage firm in his "Best Stocks 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.
Mega Cap Earnings In Focus 10/22/25
Scott Wapner and the Investment Committee discuss the big earnings names in focus today. Netflix sinking after an 'underwhelming' report, the desk debates how to trade it. Plus, Steve Weiss trimming a mega cap name, he explains why. And later, we hit the latest Calls of the Day in the financial 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.
The Set-Up for Stocks 10/21/25
Scott Wapner and the Investment Committee debate the set-up for stocks as they continue rising higher today. Plus, the desk share some of their latest portfolio moves, including Jim Lebenthal buying more Cleveland-Cliffs. And later, we discuss whether the private credit shock waves are fading 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.
Trading Apple at All-Time Highs 10/20/25
Scott Wapner and the Investment Committee debate how to trade Apple as it touches record highs today. Plus, Josh Brown spotlights another stock in his "Best Stocks in the Market." And later, the Committee discuss some of their stocks on the move. 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.
Cracks Forming in the Private Credit Market? 10/17/25
Scott Wapner and the Investment Committee debate the cracks forming in the private credit markets and how you should trade them. Plus, the Committee are making some major portfolio moves, they share the details of each one. 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.
Trading the Market Volatility 10/16/25
Scott Wapner and the Investment Committee discuss the market volatility and how to trade it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown shares two more stocks being added to his "Best Stocks 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.
The Market Weighs China Trade Tensions 10/15/25
Frank Holland and the Investment Committee debate China Trade Tensions and what it means for the market and your money. Plus, the desk discuss the AI sector and whether it's in a bubble. And later, we hit 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.
Live from the CAIS Alternatives Conference in Beverly Hills 10/14/25
Scott Wapner and the Investment Committee are live from the CAIS Alternatives Conference in Beverly Hills to discuss the market, alt investments and more. Plus, Franklin Templeton CEO Jenny Johnson and Oak Hill Advisors CEO Glenn August joins us live with their take. 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.
Return of the Tariff Threat? 10/13/25
Frank Holland and the Investment Committee debate the market swings over the last few days and how you should navigate the uncertainty. Plus we hit the latest Calls of the Day. 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.
New China Tensions Dragging Stocks Lower 10/10/25
Scott Wapner and the Investment Committee discuss the new tensions between the U.S. and China as President Trump threatens "Massive" retaliatory tariffs against Beijing. Plus, the Committee share their latest portfolio moves. And later, CNBC's Leslie Picker joins us with the latest on the First Brands bankruptcy and what it means for the future of private credit and the markets. 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.
AI Buildout vs. Dotcom Bubble 10/9/25
Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and how to navigate it. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Netflix in his "Best Stocks 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.
AI Deals Lift Stocks 10/8/25
Scott Wapner and the Investment Committee debate the breakout in tech and how you should trade it now. Plus, Joby sinks after the company said that it’s offering shares with an aggregate price of $500 million, it's our Chart of the Day. And later, the Committee shares 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.
Is an “Everything Rally” Coming? 10/7/25
Scott Wapner and the Investment Committee debate whether the so-called “everything rally” is still in the cards for the markets and what it could mean for your money. Plus, CNBC’s Kristina Partsinevelos joins us with the latest on a report that Oracle is struggling to make money renting out Nvidia Chips. And later, the 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.
DEBATE: Is AI Artificially Inflated? 10/6/25
Scott Wapner and the Investment Committee debate whether AI companies are in a bubble and what it could mean for the broader markets. Plus, we hit the latest Calls of the Day. And later, the Healthcare Sector is breaking out, the Committee discuss how to trade it. 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.
Is an AI Bubble Brewing? 10/3/25
Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and what it could mean for the market and your money. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Veeva Systems in his “Best Stocks 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.
The Record Rally's Road Ahead 10/2/25
Frank Holland and the Investment Committee debate whether the government shutdown will affect the market negatively and how you should navigate it. Plus, the desk debated the hottest sector this week, healthcare. And later, we hit 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.
Best Q4 Strategies 10/01/25
Scott Wapner and the Investment Committee debate the best strategies for Q4 as we head into the final stretch of the year. Plus, Jim Cramer joins the desk to discuss his new book, the market and the best way to protect and grow your money. And later we are joined by John Mullen, president and CEO of Parsons Capital Management which ranked No. 1 on CNBC’s list of the top 100 financial advisors in the U.S. for 2025. 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.
Your Q4 Playbook 9/30/25
Scott Wapner and the Investment Committee debate the best September since 2013 and Nvidia hitting a record $4.5 trillion market cap. Plus, the desk share their latest portfolio moves. And later, we hit some Committee stocks on the move. 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.
Year-End Rally or a Reversal Ahead? 9/29/25
Scott Wapner and the Investment Committee debate Goldman’s upgrade of global equities and what it means for a year-end rally. Plus, the desk share their latest portfolio moves. And later, we hit 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.
The Committee Reacts to the New Tariffs 9/26/25
Dom Chu and the Investment Committee debate the new tariffs Trump announced today. What will the tariffs mean for the market and your money. Plus, BMO’s Brian Belski joins us with a target raise on the S&P to $7,000, he’ll explain. And later, the energy sector leading the market this week, the desk discuss how to trade it 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.
The State of the AI Trade 9/25/25
Scott Wapner and the Investment Committee debate the state of the AI trade with many of the biggest names down again today. Plus, the desk shares their latest portfolio moves. And later, the Committee discuss a new report on how AI is contributing to the boom in robo advisors. 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.
Froth Fears Ratchet Up 9/24/25
Scott Wapner and the Investment Committee debate Fed Chair Jerome Powell's comments yesterday that stock prices appear "fairly highly valued" and what it means for the market and your money. Plus, the Committe share their buyback strategy. And later, CNBC's Dom Chu joins us with the latest from the Ryder Cup. 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.
The Fate of the Record Rally 9/23/25
Frank Holland and the Investment Committee debate the fate of the record rally with the S&P, Dow and Russell 2000 all at record highs. Plus, Josh Brown explains why he’s spotlighting energy names in his “Best Stocks in the Market.” And later, we bring you live comments from Fed Chair Jerome Powell. 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.
The Best Stock Strategies Following a Rate Cut 9/22/25
Scott Wapner and the Investment Committee discuss their best stock strategies following the Fed’s rate cut last week. Plus, CNBC’s Jon Fortt brings us some breaking news, Nvidia investing up to $100 Billion in OpenAI to build computing infrastructure. And later, we hit 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.
Your All-Time Highs Playbook 9/19/25
Frank Holland and the Investment Committee discuss their All-Time high playbook as stocks hit new records. Plus. The desk share their latest portfolio moves. And later, we hit 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.
The Post-Fed Playbook 9/18/25
Scott Wapner and the Investment Committee debate your post-Fed playbook, as stocks hit record highs following yesterday's rate cut. The experts detail their latest portfolio moves. Calls of the Day include Walmart, Costco, American Express, and Progressive. Josh Brown highlights Expedia for his Best Stocks in the Market spotlight. 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.
Awaiting the Fed Decision 9/17/25
Frank Holland and the Investment Committee debate the fate of the rally as we count down to a high-stakes Fed decision today. CNBC Senior Economics Reporter Steve Liesman joins us with the latest. Plus, Lyft rising while Uber falls, it’s our Chart of the Day. And later, the desk 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.
The Road Ahead for the Record Rally 9/16/25
Courtney Reagan and the Investment Committee discuss the state of the record rally as we head into a critical fed meeting. Plus, Stephanie Link shares her latest portfolio moves. And later, Josh Browm spotlights another stock for his “Best Stocks 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.
Alphabet Crosses the $3 Trillion Mark 9/15/25
Courtney Reagan and the Investment Committee debate the critical week for your money as more key data and the next Fed decision loom large. Plus, Alphabet crosses a $3 trillion market cap, the desk discuss their big tech strategy. And later, the committee talk about Elon Musk’s $1 billion buy of Tesla stock and what it means for the 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.
Your Rate Cut Playbook 9/12/25
Scott Wapner and the Investment Committee discuss their rate cut playbook ahead of next week’s Fed meeting. Plus, the Committee making some major portfolio moves, they reveal the latest. And later, Netflix down almost 5% this week, the desk debate their streaming strategy as a Paramount & Warner Bros. partnership takes shape. 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.
The Resilient Bull Run 9/11/25
Scott Wapner and the Investment Committee debate stocks setting new records and the best way to invest in this resilient bull run. Plus, the desk shares their latest portfolio moves. And later, legendary broadcaster Al Michaels joins us to discuss tonight's NFL game between the Washington Commanders vs. the Green Bay Packers and the 2025 season. Josh Brown also gives Al a new stock recommendation.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.
Rethinking the AI Trade 9/10/25
Frank Holland and the Investment Committee debate the blockbuster move in Oracle and what it means for the AI trade. Plus, we discuss some of the Committee’s stocks on the move. And later, we hit 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.
Halftime Report live from Future Proof in Huntington Beach, California. 9/9/25
Scott Wapner and the Investment Committee are lives in Huntington Beach, California at Future Proof, a gathering of financial advisors and Investment professionals. We are joined by Dan Ives of Wedbush Securities to look ahead to the Apple Event at 1pm. Plus, Blackrock’s Rick Rieder joins us later to talk about everything from the market, the fed, rates and more. And later, CNBC’s Leslie Picker brings us an interview from JPM’s Jamie Dimon to talk about his new HQ in NYC. 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.
The Fate of the Record Rally 9/8/25
Frank Holland and the Investment Committee debate the fate of the record rally as we ick off a critical week for the markets and your money. Plus, the desk discuss some of their stocks that are on the move. And later, we take a look at 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.
Rethinking the AI Trade 9/5/25
Frank Holland and the Investment Committee debate the AI trade after another big pullback in shares of Nvidia. Plus, Broadcom soars to new highs after earnings, it’s our Chart of the Day. And later, the desk shares 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.
AI Trade Intact? 9/4/25
Scott Wapner and the Investment Committee debate the state of the AI trade. The experts detail their latest portfolio moves. Calls of the Day include Disney, Leidos, and 3M. Josh Brown is back with his Best Stocks in the Market. The earnings setup is on Lululemon.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.
Alphabet’s Mega Move 9/3/25
Scott Wapner and the Investment Committee debate the stunning google move and how you should trade it now. Plus, we discuss the latest Calls of the Day on Citigroup. And later, Julia Boorstin joins us with the latest on the NFL season kicking off and the brewing battle between the league and the services that tracks its ratings. 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.
Trading the Weak September Start 9/2/25
Scott Wapner and the Investment Committee debate the markets with stocks under pressure, global bond yields rallying and the future of the trump tariffs in doubt following last week’s court ruling. Plus, Josh Brown shares some updates to his “Best Stocks in the Market.” And later, the desk discuss the latest Calls of the Day on Newmont, Netflix and Verizon. 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.
Your September Strategy 8/29/25
Scott Wapner and the Investment Committee debate whether a September stumble is coming. Plus, we discuss whether the tide is turning for software stocks. And later, the 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.
Reacting to Nvidia’s Earnings: Brad Gerstner Joins Us Live 8/28/25
Scott Wapner and the Investment Committee debate the best strategy right now with Nvidia earnings in the rea-view mirror and stocks at record highs. Plus, Altimeter Capital's Brad Gerstner joins us to react to Nvidia's earnings last night. The stock is his second largest holding. 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.
Can Nvidia Earnings Match the Hype 8/27/25
Scott Wapner and the Investment Committee countdown to Nvidia’s earnings report tonight and what it could mean for the broader market. Plus, Financials are hitting a new all-time high, the desk debate how to trade the banks. And later, we hit 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.
The Road Ahead for Stocks 8/26/25
Scott Wapner and the Investment Committee debate the markets, the future of the Fed, and some new reporting on Apple’s AI ambitions. The experts react to stock moves in Netflix, Uber, Eli Lilly, AT&T, and Oklo. The desk talks about the state of the restaurant trade. Josh Brown updates the viewers on his “Best Stocks in the Market.” The Setup is on Ulta Beauty ahead of earnings 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.
The Best Plays Post-Powell 8/25/25
Scott Wapner and the Investment Committee debate the fate of the market rally and the top stock plays following Jerome Powell’s pivot in Jackson Hole last Friday. Plus, we break down the latest Calls of the Day. Later, the desk shares their favorite bank stocks and strategies for the financial 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.
The Post-Powell Playbook 8/22/25
Frank Holland and the Investment Committee debate the Post-Powell Playbook following Jerome Powell’s highly anticipated speech in Jackson Hole. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day on Roblox, Snowflake 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.