
Halftime Report
1,482 episodes — Page 6 of 30
The Fed, the Markets and your Money 6/24/25
Scott Wapner and the Investment Committee react to Fed Chair Jerome Powell’s testimony on Capitol Hill today. Plus, the desk debate the latest Calls of the Day. And later, Josh Brown reveals a new addition to his “Best Stocks in the Market.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Markets, the Middle East, and your Money 6/23/25
Scott Wapner and the Investment Committee debate the busy week for your money with investors watching the Middle East and the Fed Chair on the Hill over the next two days. Plus, we discuss the latest Calls of the Day. And later, the desk reacts to breaking news out of Qatar. 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 Hit New Highs? 6/20/25
The Investment Committee debate whether the market can hit new highs following the fed meeting and the uncertainty over Iran. Plus, the desk discusses how to trade some of their stocks on the move. And later, Josh Brown gives an update on one of 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.
Stocks and the Fed 6/18/25
Scott Wapner and the Investment Committee debate the outlook for stocks ahead of Chair Powell’s Fed meeting today. Plus, the Investment Committee share their latest portfolio moves. And later, the desk discuss what the GENIUS act passage means for the crypto 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 Edgy Markets 6/17/25
Scott Wapner and the Investment Committee discuss the edgy markets with weaker retails sales, the VIX rising, and tensions in the Middle East affect stocks. Plus, the Committee reveal their strategies so some of their stocks on the move. And later, Josh Brown gives us an update on 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.
Debate: The Path for Stocks 6/16/25
Scott Wapner and the Investment Committee debate the path for stocks as the market rises with many variables in the background, from the Israel – Iran conflict, a Fed Meeting, and the G7. Plus, the Investment Committee share their latest portfolio moves. And later, we 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.
Markets on Edge 6/13/25
Scott Wapner and the Investment Committee debate the fallout of Israel’s attack on Iran and the impact on stocks and other asset classes. Plus, we discuss the latest Calls of the Day and how to trade them. 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.
Altimeter Capital’s Brad Gerstner joins us Live 6/12/25
Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to discuss everything from the markets, to AI, to the future of his “Invest America” plan. Plus, the Committee detail their latest portfolioe moves. And later, Chime Financial goes public in our hour, Leslie Picker joins us with the latest. 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 to New Records 6/11/25
Frank Holland and the Investment Committee discuss the market reaching for new records with the S&P within 2% of an all-time high. Plus, Steve Weiss shares some of his latest buys. And later, we debate the latest Call of the Day on Goldman Sachs. 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 Surging Tech Trade 6/10/25
Scott Wapner and the Investment debate the tech sector’s surge over the past month, pushing stocks within distance of new highs. Plus, McDonald’s getting a double downgrade to sell at Redburn Atlantic, it’s our Call of the Day, the Investment Committee discuss how to trade the name. 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.
Live from Apple Park at WWDC 6/9/25
Scott Wapner and the Investment Committee are live in Cupertino, California at Apple’s Worldwide Developer’s Conference to debate what to expect from the company. Plus, Stephanie Link details her latest portfolio moves. And later, we 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.
Records in reach? 6/6/25
The Halftime Report Investment Committee breaks down today’s market action as stocks jump following a strong jobs report. Plus, Kevin Simpson lays out his strategy for Tesla amid the brewing battle between Pres. Trump and Elon Musk. And Josh Brown has a big update 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.
Reacting to Trump’s Call with Xi 6/5/25
Scott Wapner and the Investment Committee react to the news that President Trump and President Xi held a call discussing trade this morning. Plus, the desk making some major portfolio moves, they share the details. And later, we delve into the brewing fight between President Trump and Elon Musk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Slowing Economy and Stocks 6/4/25
Scott Wapner and the Investment Committee debate stocks nearing all-time highs as the economy shows signs of weakening. Plus, Jim Lebenthal shares his latest portfolio moves. And later, the desk discuss what to do with some of their stocks hitting hot streaks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Summer Playbook for Stocks 6/3/25
Scott Wapner and the Investment Committee debate the Summer Setup for stocks as another firm says record highs are coning in the months ahead. Plus, the Committee share their latest portfolio moves. And later, the desk debate the rideshare wars heating up, with Waymo, Uber and Tesla battling for dominance in 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 Summer Setup for Stocks 6/2/25
Courtney Reagan and the Investment Committee debate the Summer setup for stocks as we kick off a new trading month. Will there be a June swoon or surge? Plus, Oppenheimer downgrading the banks, it’s our Call of the Day. 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.
The Road Ahead for Stocks 5/30/25
Scott Wapner and the Investment Committee debate the road ahead for stocks as we close out the best month for the market since November 2023. Plus, we go live to Morgan Brennan’s interview with JPMorgan CEO Jamie Dimon. And later, Scott Wapner brings you the latest from his interview with Third Point’s Dan Loeb. Mad Money Disclaimer 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 5/29/25
Scott Wapner and the Investment Committee debate the state of the AI trade following Nvidia’s earnings report showing strong demand. Plus, the Committee share their latest portfolio moves. And later, Josh Brown shares a stock that made it to 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.
Banking on Nvidia 5/28/25
Scott Wapner and the Investment Committee discuss the all-important Nvidia earnings report coming up tonight and how it could affect the market. Plus, Abercrombie & Fitch soars on earnings results, the desk debates the retail sector. 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.
Stocks Surge on Tariff Delay 5/27/25
Scott Wapner and the Investment Committee discuss the big day for stocks as the President once again backs away from his tariff threat. Plus, Jim Lebenthal buys more Alphabet and defends his position in Cleveland-Cliffs. And later, Josh Brown shares a stock from 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 Trump’s Tariffs 5/23/25
Scott Wapner and the Investment Committee debate President Trump ramping up the tariff rhetoric against Apple and the EU. Plus, the Committee making some moves in the industrial sector, they share their latest trades. And later, Scott Wapner grades the Committee’s May report cards. 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.
Will Rising Rates Wreck Stocks? 5/22/25
Scott Wapner and the Investment committee debate whether rising rates pose a threat to the record rally. Plus, Stephanie Link shares her latest portfolio move. And later, Josh Brown highlights another stock 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.
Navigating an "Unfamiliar Market" 5/21/25
Frank Holland and the Investment Committee debate the nest move for stocks as the S&P and Nasdaq snap their 6-day win streaks. Plus, the Committee discuss Tesla after David Faber’s wide-ranging interview with Elon Musk yesterday. 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.
The Road to Record Highs 5/20/25
Frank Holland and the Investment Committee discuss the road to record high as stocks take a breather following six straight days of gains for the S&P 500. Plus, Josh Brown has an update to one of his Best Stocks in the Market group. 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.
Trading the Downgrade 5/19/25
Frank Holland and the Investment Committee debate the Moody’s Downgrade of America’s credit rating and discuss what it means for the market. Plus, Bill Baruch buying a biotech name, he calls in to share the details. And later, the desk cover the latest Call of the Day on Netflix. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Does the Rally have Legs? 5/16/25
Scott Wapner and the Investment Committee debate whether the rally has legs as stocks continue to rebound. Plus, multiple moves from the Investment Committee – they share the details of their latest trades. And later, UnitedHealth having a tough week, the desk debates how to trade the name from here. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Rising Rates and the Road Ahead for Stocks 5/15/25
Scott Wapner and the Investment Committee debate the road ahead for stocks and how rising rates could impact the market. Plus, the Investment Committee share their latest portfolio moves. And later, Josh Brown adds another stock 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 Run to New Highs 5/14/25
Scott Wapner and the Investment Committee discuss the markets run to new highs and how to navigate the move. Plus, we debate the latest calls of the day on Robin Hood, UnitedHealth, Abbvie and more. And later, the desk reveal their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
New Highs in Sight 5/13/25
Scott Wapner and the Investment Committee debate the next leg higher for stocks as new highs are in sight for the S&P. Plus, UnitedHealth hitting a new 52-week low, it’s our Chart of the Day. And later, Josh Brown shares a new stock addition to his best stock in the market group. 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 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.