Halftime Report

Second Half Game Plan 6/27/23

Jun 27, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Dispersion of the Market
01:48 • 2min
3
The Markets Push Through Three Bank Failures and Rising Fed Funds
03:50 • 2min
4
The Market's Desire to Move Higher in the Second Half of the Year
05:52 • 2min
5
The Fed Tightening 15 Months of Raising Fed Funds
07:42 • 2min
6
The Tightening Conditions of the Real Estate Market
09:49 • 2min
7
The Risks of a Slowdown in Stock Prices
11:25 • 2min
8
The Importance of Managing Money
12:59 • 3min
9
NASDAQ Is Undefeated in July Since 2007
15:30 • 2min
10
The Value of Large Cap Tech
17:11 • 2min
11
The Tech Sector's Extensions Over the Last 12 Months
19:34 • 2min
12
Seagate's Earnings Are Cyclic
21:31 • 2min
13
The Future of Semiconductors
23:12 • 2min
14
The Fed Is Doing Hiking?
24:46 • 2min
15
Delta Airlines Hits New 52 Week High
26:20 • 2min
16
The Importance of Investing in the Economy
27:51 • 2min
17
The Golden Age of Airline Stocks
29:40 • 2min
18
The Normalization of the Airline Industry
31:19 • 3min
19
The Markets: A New Series From Goldman Sachs
33:57 • 2min
20
The Selloff After the Last Earnings Presents an Opportunity
35:28 • 2min
21
How to Buy Aerospace and Defense Stocks Long Term
37:12 • 2min
22
The Best Stocks of the Year
38:55 • 2min
23
Uber: The Second Effort Stock That's Going to Grow
40:42 • 2min
24
Ventos: An Artist's Growth Strategy
42:58 • 2min
25
Robinhood: A Stock That's Up 1.3%
44:49 • 3min