Halftime Report cover image

Halftime Report

Latest episodes

undefined
Feb 12, 2025 • 44min

Stocks and Sticky Inflation 02/12/25

Scott Wapner and the Investment Committee debate the hotter-than-expected CPI report and what it means for the record-setting rally. Plus the desk share their latest portfolio moves. And later, the Committee discuss the latest Calls of the Day.
undefined
Feb 11, 2025 • 35min

The State of the Bull Market 02/11/25

Scott Wapner and the Investment Committee debate the state of the bull market following Fed Chair Powell’s Testimony before the Senate Banking Committee. Plus, the desk debates the latest Calls of the Day on Schwab, Vertex and Transocean. And later, the Committee reveal their latest portfolio moves.  
undefined
21 snips
Feb 10, 2025 • 55min

Fmr. CFPB Director Rohit Chopra, Metal-Tariff Mania, Power of Super Bowl Ads 2/10/25

Rohit Chopra, the former director of the Consumer Financial Protection Bureau (CFPB), shares insights on the agency's recent upheaval amidst leadership changes and the implications of these shifts for consumer protection. Barry Zeckelman, CEO of Zeckelman Industries, discusses the impact of President Trump's tariffs on steel imports and their effects on the manufacturing sector. The duo also delves into the dynamic world of Super Bowl ads, weighing the creativity and effectiveness of strategies used to capture audience attention during the big game.
undefined
Feb 10, 2025 • 44min

Debating the Tech Trade 2/10/25

In this engaging discussion, investment experts Joe Terranova, Amy Raskin, Jim Labenthal, and Rob Sechan tackle the current struggles of the tech sector. They delve into the investment prospects of Chinese tech giants like Alibaba and Tencent, advocating for a selective approach. The conversation also highlights the pivotal role of Taiwan Semiconductor Manufacturing Company in AI and the impact of tariffs on market resilience. Finally, they provide insights into risk management in healthcare and tech stocks, setting strategies amidst evolving market dynamics.
undefined
Feb 7, 2025 • 43min

Meta: The Magnificent “One” 2/7/25

Scott Wapner and the Investment Committee discuss Meta as the stock marches higher, distancing itself from the other Mag7 names. Plus, the desk debate the latest Calls of the Day on Skywroks and Roblox. And later, Josh Brown gives a trade update on Moody’s, the stock he recommended to Al Michaels yesterday.  Investment Committee Disclosures
undefined
Feb 6, 2025 • 43min

Momentum Stocks Moving Higher 2/6/25

Scott Wapner and the Investment Committee debate several wide-held names hitting new all-time highs today. Plus, the desk detail their latest portfolio moves. And later, legendary sports broadcaster Al Michaels joins us to discuss the Super Bowl and get some stock picks from the Committee.  Investment Committee Disclosures
undefined
Feb 5, 2025 • 43min

How to Trade Tech 2/5/25

Scott Wapner and the Investment Committee discuss the big tech trade as Alphabet, Amazon and Apple all under pressure today. Plus, Joe Terranova details more of his JOET rebalance. And later, the Committee discuss the latest Calls of the Day on Exxon and Robinhood. 
undefined
Feb 4, 2025 • 43min

Trade War Tit-For-Tat 2/4/25

Frank Holland and the Investment Committee debate the Trade War and what it means for the market and your money. Plus, Planatir hitting new all-time highs, it’s our Chart of the Day. And later, Brian Belski joins us with his portfolio rebalance, he details all the moves
undefined
Feb 3, 2025 • 44min

A Tariff Turnaround 2/3/25

Frank Holland and the Investment Committee debate the tariff turnaround as stocks come off their lows after the White House pauses tariffs on Mexico for one month. Plus, Joe Terranova details his quarterly ETF rebalance.  And later, Brian Sullivan joins us with the latest on the oil markets as tariffs loom.  Investment Committee Disclosures
undefined
Jan 31, 2025 • 44min

Nvidia’s No Good, Very Bad Week 1/31/25

Scott Wapner and the Investment Committee debate Nvidia, Apple and Tariffs with special guest Jim Cramer. Plus, Deckers sinks on weak Q4 outlook,  it's our Chart of the Day. And later, the desk discusses their latest portfolio moves.  Investment Committee Disclosures 

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode