

The Second Half Strategy 7/3/24
Jul 3, 2024
Financial journalist Scott Wapner and analyst Jim Lebenthal discuss second-half investment strategies and Calls of the Day. They weigh in on the Paramount-Skydance merger, tech stock performance, market outlook, energy sector challenges, and top stock picks for the upcoming quarter.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Analyzing the Performance of Tech Stocks in the Second Half of 2024
01:30 • 3min
Economic Outlook, Market Performance, and Financial Sector Analysis
04:12 • 17min
Analysis of the Energy Sector's Performance and Challenges
20:49 • 2min
Stock picks for the third quarter and support for education and healthcare
23:08 • 2min
Tech Stocks' Performance and Top Picks for July
24:43 • 6min
Various Financial, Political, and Weather Updates
30:37 • 2min
Market Analysis: Paramount & Skydance Merger, Airline Performance, and Stock Market Opportunities
32:59 • 11min
Market Sensitivity and Anticipation
44:13 • 3min