
Halftime Report
1,453 episodes — Page 6 of 30
Trading the Stock Surge 5/12/25
Scott Wapner and the Investment Committee discuss the stock surge as the tariff pause with China pushes the market higher. Plus, the Investment Committee share their latest portfolio moves. And later, a Call of the Day on JPMorgan Chase, with one market watcher saying it could be the first trillion dollar market cap bank. 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.
Reassessing the Rebound 5/9/25
Frank Holland and the Investment Committee debate the market rebound and whether there’s more room to run in stocks. Plus, the Committee share their latest portfolio moves. And later, we discuss a Call of the Day on Target, the desk shares their retail strategy. 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 Stocks Keep Climbing? 5/8/25
Scott Wapner and the Investment Committee debate whether stocks can keep climbing as the U.S. and the U.K. announce a trade deal. Plus, the desk making some major portfolio moves, they reveal all the details. And later, Bitcoin back over $100k, the Committee discuss their Crypto strategy. 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.
Time to get Bullish? 5/7/25
Scott Wapner and the Investment Committee debate whether it’s time to get more bullish on stocks as trade talks with China are finally set. Plus, Disney surges on an earnings beat and Jim Lebenthal is buying more, it’s our Chart of the Day. And later, Josh Brown reveals some of his 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.
Trading the Market Ahead of the Fed Decision 5/6/25
Scott Wapner and the Investment Committee debate the state of stocks ahead of the Fed’s decision tomorrow. Plus, Bill Baruch calls in with multiple moves in his portfolio, he shares the details. And later, the desk debates 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.
Trading the Rebound 5/5/25
Scott Wapner and the Investment Committee debate the state of stocks as the S&P 500 goes for 10-straight days of gains. The experts detail their latest portfolio moves. Altimeter Capital Founder and CEO Brad Gerstner joins as the Halftime Headliner. 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.
Playing the Rebound 5/2/25
Scott Wapner and the Investment Committee debate the rebound in stocks as the S&P 500 heads for its longest winning streak in 20 years. The experts detail their latest portfolio moves. CNBC Senior Markets Commentator Michael Santoli joins from Omaha with a special Midday Word ahead of Berkshire Hathaway’s annual shareholder meeting. Calls of the Day include AutoZone, Roblox, Eli Lilly, Johnson & Johnson, and Quanta Services. NBC Sports host Mike Tirico is live in Churchill Downs ahead of the 151st Kentucky Derby. The Setup is on Ferrari, Zoetis, Elanco Animal Health.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 Big Tech’s Big Beats 5/1/25
Scott Wapner and the Investment Committee discuss big tech as Meta and Microsoft drive stocks higher with Amazon and Apple on deck. Josh Brown highlights his Best Stocks in the Market. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word. The panel reacts to the day’s biggest stock movers. 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.
Trump Tariffs Hit the Economy 04/30/25
Scott Wapner and the Investment Committee debate where the economy is heading as tariff turmoil sends GDP into the red. The panel take their position on big tech ahead of earnings. Karen Firestone details her latest portfolio moves. Calls of the Day include AppLovin, CoStar, Cheniere, Spotify, and Raymond James. The earnings setup is on Allstate, Eli Lilly, Amgen, Live Nation, and Exxon Mobil. 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 Stocks Reverse Course? 4/29/25
Scott Wapner and the Investment Committee discuss whether stocks are poised for a major comeback as we mark the first 100 days for President Trump. Bill Baruch calls in with reaction to Spotify. Josh Brown details his latest portfolio moves. The panel debates the red-hot cyber trade. The Setup is on Eli Lilly and Shake Shack.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 Stocks 4/28/25
Scott Wapner and the Investment Committee debate the state of stocks and the moment of truth for mega-cap tech. Calls of the Day include Eli Lilly, UnitedHealth, and Chipotle. Bill Baruch calls in with a new trade ahead of earnings. The Setup is on Visa, AstraZeneca, Sherwin-Williams, and S&P Global.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.
Trade Negotiations and the Market 4/25/25
Frank Holland and the Investment Committee debate the latest news on the Trade Negotiations out of Washington and how it will affect the market. Plus, we discuss some key earnings on deck. And later, the Committee making multiple portfolio moves, they share 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.
How To Invest in Volatile Markets 4/24/25
Scott Wapner and the Investment Committee debate the state of stocks in this highly volatile market. Plus, Alphabet earnings after the bell tonight, the desk debate how to trade the tech giant. And later, the Committee debate how to trade some stocks on the move today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trading the Trade War 4/23/25
Scott Wapner and the Investment Committee debate the new trade war headlines driving stocks sharply higher. Plus, the Committee share some of their latest portfolio moves. And later, we give you the setup on some key names reporting earnings this week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dow Heads for Worst April since 1932 4/22/25
Scott Wapner and the Investment Committee debate the rebound for stocks as the Dow heads for its worst April since 1932. Plus, the desk debate Tesla’s earnings report tonight. And later, Leslie Picker brings us an exclusive interview with Disney Chairman James Gorman. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Committee Debates the State of Stocks 4/21/25
Scott Wapner and the Investment Committee debate the shaky markets with rates, the dollar and earnings all closely watched by investors. Plus, the desk is making some moves amidst the volatility, they explain why. And later, Bitcoins moves higher as stocks slide, Tanaya Macheel joins us with the latest crypto news. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is the Tech Trade Broken? 4/17/25
Scott Wapner and the Investment Committee debate the state of the tech trade after Nvidia gets crushed. The experts detail their latest portfolio moves. The Chart of the Day is UnitedHealth and Steve Weiss calls in with his trade. Josh Brown adds a new name to his “best stocks in the market” list. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trading Trump’s Trade War 04/16/25
Scott Wapner and the Investment Committee discuss the continued fallout from Trump’s Trade War as Nvidia shares fall sharply on the new export rules. Plus, the Investment Committee make some portfolio moves. And later, the desk debate the latest Calls 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.
Is the Worst Over for Stocks? 4/15/25
Scott Wapner and the Investment Committee debate whether the worst of the turbulence is over for stocks. Plus, Josh Brown making a major portfolio move, selling Alphabet and buying Netflix, he explains why. And later, J.P. Morgan's Head of Global Markets Strategy Dubravko Lakos joins us with his 2025 market strategy and outlook. 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 Tariff Whiplash 4/14/25
Scott Wapner and the Investment Committee discuss tariff whiplash with the markets looking to build on last week’s gains. Plus, the Committee share their latest portfolio moves. And later, the desk discusses Roth’s new note about stocks that are “Diamonds in the Rough.” 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.
Navigating a Week of Volatility 04/11/25
Scott Wapner and the Investment Committee debate another volatile session for stocks following Wednesday’s historic moves. Plus, legendary commodities investor Mark Fisher joins us with his best trade I the market. And, the Investment Committee continue to make portfolio moves amid the volatility, they share all the details. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trading the Volatility 4/10/25
Scott Wapner and the Investment Committee discuss the sharp downturn in the market following yesterday’s historic move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Navigating the Market Turbulence 4/9/25
Scott Wapner and the Investment Committee navigate the turbulent markets as tariff news continues to push volatility in the markets. Plus, BMO cuts its price target to $6,100, Brian Belski calls in to explain why. And later, the Committee share their latest market moves. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trading the Turbulence 4/8/25
Scott Wapner and the Investment Committee debate the volatility in the markets as the indices started the day strong but start to give back gains during the hour. Plus, the desk making more moves in their portfolios as the market whipsaws, they share the details. And later, Jenny Harrington out with a new book on dividend investing, she explains how her strategy can work in a volatile 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.
Assessing the Damage 4/7/25
Scott Wapner and the Investment Committee assess the damage Trump’s Trade War has done to the market so far, and debate what’s to come. Plus, Leslie Picker joins us with some comments from Larry Fink, stating that we might be in a recession right now, the desk discusses his comments. And later, some committee members are making some moves, they detail their trades. 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 Trump Selloff 4/4/25
Scott Wapner and the Investment Committee discuss the market selloff as the Trump Tariffs weigh heavily on the major indices. The Committee share some of their portfolio moves as markets plummet with some members buying as the market continues to fall. And later, Josh Brown calls in with his take on the selloff and shares some moves he’s making. 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.
Trump Tariffs Tank Stocks 4/3/25
Scott Wapner and the Investment Committee discuss the Trump tariff sell-off after a much worse than expected outcome. Plus, Josh Brown is buying a stock amidst the sea of red in the market, he breaks down why. And later, Altimeter Capital’s Founder and CEO Brad Gerstner joins us to discuss Tariffs and how he’s thinking about some of his current positions 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 Trump’s New Tariffs 4/2/25
Scott Wapner and the Investment Committee debate “Escalation Day” as new tariffs are set to be announced later this afternoon. Plus, the desk making some major portfolio moves, they detail them all. And later, we go through the Committee’s quarterly report. 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.
President Trump’s Tariff Rollout Looms Large 4/1/25
Scott Wapner and the Investment Committee debate the President’s so-called “Liberation Day” as it looms large over the market. Plus, Stephanie Link shares some of her latest portfolio moves. And Josh Brown discusses some of his quarterly winners and losers. 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 Risk of Recession 3/31/25
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.
The Great Reassessment Trade 3/28/25
Scott Wapner and the Investment Committee reassess the markets as stocks fall into the afternoon. Plus, the desk making multiple moves in their portfolios, they share all the details. And, we continue to monitor the Coreweave IPO. 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 Trump’s Tariff Wars 3/27/25
Scott Wapner and the Investment Committee debate the latest tariff news and what it means to the market and your money. Plus, the desk discusses financials as Jefferies falls after releasing negative guidance. And later, Josh Brown says Zscaler is on the verge of a breakout, it’s one of the stocks he has on his “Best Stocks in the Market” list.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 the Bounce Continue? 3/26/25
Scott Wapner and the Investment Committee debate whether the bounce in stocks is sustainable. Plus, multiple moves being made by the Committee, they reveal them all. And later, the desk discuses 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 U.S. Exceptionalism Trade 03/25/25
Scott Wapner and the Investment Committee debate whether the U.S. exceptionalism trade is still on given the uncertainty about tariffs and the economy. Plus, Josh Brown brings us a Trade School on Toast, a stock that’s he’s been in and out of a few times already. And later, the Committee share their latest portfolio moves. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Can the Market Bounce Continue 3/24/25
Scott Wapner and the Investment Committee debate whether stocks can continue their reversal higher. Plus, multiple Committee members are making some major portfolio moves, they detail their latest trades. 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.
Trading the Stormy Stock Market 3/21/25
Scott Wapner and the Investment Committee discuss the stormy stock market and how to navigate all the uncertainty. Plus, Josh Brown gives an update on why he’s getting rid of one stock in his “Best Stocks in the market List” And later, Tanaya Macheel joins us with the latest news ahead of the SEC’s first Crypto Task Force meeting and what it will mean for the space. 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 Stocks After the Fed Meeting 3/20/25
Scott Wapner and the Investment Committee debate the state of stocks in this uncertain market after Fed Chairman’s Powell speech yesterday and Tariffs looming large. Plus, Josh Brown names another stock to his “Best Stocks in the Market List.” And later, Michael Ozanian joins us with the latest on the Boston Celtics sale. 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 Bounce 3/19/25
Frank Holland and the Investment Committee debate trading the tech bounce ahead of the crucial Fed decision. CNBC’s Senior Economics Reporter Steve Liesman joins us with what he’s expecting from Fed Chair Jerome Powell. 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.
Halftime Report Live from Future Proof 3/18/25
Dominic Chu and the Investment Committee are live from “Future Proof Citywide” in Miami Beach to discuss this critical moment in the market. Wedbush Securities’ Dan Ives joins us to discuss Alphabet’s acquisition of Wiz. And later, BMO’s Brian Belski joins us to defend his firm’s 6,700 price target on the S&P. 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 Setup for Stocks 3/17/25
Dominic Chu and the Investment Committee debate the setup for stocks following the Dow’s worst week in a year. Plus, the desk discusses the latest Calls of the Day on Netflix, Exxon and Diamondback Energy. And later, we hit some Committee stocks on the move today. 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 Unsettled Markets 3/14/25
Scott Wapner and the Investment Committee debate the unsettled markets as stocks try for a Friday bounce back. Plus, the desk debate the latest Calls of the Day. And later, the Committee give you the Setup on some key names next 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 State of Stocks Amidst Market Turmoil 3/13/25
Scott Wapner and the Investment Committee debate whether stocks are a buy or sell as market turmoil continues. Plus, the desk making major portfolio moves, they detail them all. And later, Josh Brown gives an update to some of his “Best Stocks in the Market” list. 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 it Time to Buy Stocks? 3/12/25
Scott Wapner and the Investment Committee debate whether it’s time to buy stocks as the unsettled market tries to bounce today. Plus, we discuss the latest Calls of the Day in the airlines, Uber and more. And later, Goldman Sachs reveals its “Stable” stocks in the market list, the desk pick their favorite 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.
How Low can Stocks Go 3/11/25
Scott Wapner and the Investment Committee discuss the continued selloff and debate how low stocks can go after President Trumps announcing new tariffs today. Plus, the desk making some major portfolio moves as the market slides lower, they share their trading strategies. And later, Josh Brown gives an update on his ‘Best Stocks in the Market’ list. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is a Bigger Selloff Coming? 3/10/25
Scott Wapner and the Investment Committee debate the ‘detox’ trade as stocks resume their selloff. Plus, Stephanie Link buying multiple stocks, she reveals her trading strategy. And later, the desk give you their Earnings Setup on Oracle and Adobe, both reporting 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.
Trading the Volatility 3/7/25
Scott Wapner and the Investment Committee debate the turbulent and volatile markets after President Trump announces reciprocal tariffs could start as early as today. Plus, the desk discusses their momentum strategy after stocks like Palantir and Applovin lose steam. And later, we take Fed Chair Jerome Powell’s comments live at the U.S. Monetary Policy Forum. 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 Trade War and Stocks 3/6/25
Scott Wapner and the Investment Committee debate the trade war and how it’s affecting the markets and your money. Plus, the desk debate the trouble with momentum stocks and how to trade them. And later, Josh Brown reveals two more stocks on his “Best Stocks in the Market” list. 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 Tariff Trade 3/5/25
Scott Wapner and the Investment Committee debate the tariff trade and what it means for stocks and your money. Plus, Crowdstrike falling after reporting a weak earnings outlook, it’s our Chart of the Day. And later, the desk debates the latest Calls 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.
Trading Trump’s Tariffs 3/4/25
Scott Wapner and the Investment Committee debate Trump’s tariffs as Canada, Mexico and China announces retaliatory tariffs pushing stocks sharply lower. Plus, the desk share their latest portfolio moves. And later, travel and leisure stocks getting hammered today, the Committee discuss their strategy in that 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 Unsettled Market 3/3/25
Scott Wapner and the Investment Committee debate the unsettled market as Nvidia falls again and ‘Tariff Tuesday’ looms large. Plus, Steve Weiss making some major portfolio moves, he breaks them all down. And later, Mackensie Sigalos joins us with the latest on the President’s Crypto Reserve announcement. 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.