Halftime Report The Best Plays Post-Powell 8/25/25
Aug 25, 2025
In this engaging discussion, top investors Joe Terranova, Jim Lebenthal, and Steve Weiss dive into the ripple effects of Jerome Powell's Jackson Hole speech on the stock market. They debate the sustainability of the current market rally and share insights on favorite bank stocks. The trio also examines the impact of AI on various sectors, touching on Netflix's innovative strategies and its recent successes. With a focus on navigating trends and risks, they provide valuable advice for investors looking to capitalize in a fluctuating financial landscape.
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Powell Sparked A Bullish Repositioning
- The post-Jackson Hole setup favored bulls because positioning had already been shaken out and volatility spiked ahead of Powell's speech.
- Joe Terranova expects momentum to continue into small caps and international markets if the rally carries through.
Hold Some Dry Powder Into September
- Avoid rushing to redeploy cash immediately after the rally because September may be a quiet, treacherous month before pre-announcement season.
- Jim Lebenthal keeps dry powder and will buy selectively if a pullback occurs or specific names show hiccups.
Crowded Bull Trade Raises Caution Flags
- Elevated consensus bullishness and a low VIX suggest crowded positions, which can increase risk despite a bullish market backdrop.
- Steve Weiss stays long but warns that everyone lining up on one side warrants caution.