Halftime Report cover image

The Great Rate Shock 1/8/25

Halftime Report

00:00

Analyzing Constellation Energy and Market Trends

This chapter focuses on Constellation Energy's stock performance in the context of increasing electricity demand in the U.S. The discussion includes analysis of capital spending, rising yields in the utility sector, and potential investment opportunities in private equity and healthcare, with a nod to upcoming interest rate impacts.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app