Halftime Report cover image

Will the Win-Streak Continue? 6/23/23

Halftime Report

00:00

The Energy Bull Case Is Softening

Jim Boulden: We were massively overweight energy kind of March, April timeframe. Today we're a little more surgical. We're with some great names. EOG was one of my year end stock summit, summit picks. But I think this is a great geopolitic hedge to geopolitical risk. It's also a great way to play the road.

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