Halftime Report

Live from the CAIS Alternatives Conference, experts discuss the market's turnaround and the implications of early bank earnings. Franklin Templeton's CEO emphasizes the potential of alternatives and the need for retail investor access. Insights into rising gold prices and inflation concerns are shared, alongside a debate on the state of private credit. Fed Chair Powell addresses tightening liquidity, AI's impact on productivity, and the balance between inflation and employment. The panelists analyze market catalysts and credit dynamics, rounding out a lively discussion.

Frank Holland and the Investment Committee debate the market swings over the last few days and how you should navigate the uncertainty. Plus we hit the latest Calls of the Day. And later, the desk share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rob Siechen, a market commentator, shares insights on the implications of rising U.S.-China tensions and tariffs on market valuations. Stephanie Ling discusses the bullish case for buying the dip amid strong economic growth and cyclical opportunities in sectors like aviation and housing. Leslie Picker dives into the fallout of the First Brands bankruptcy, shedding light on the dangers facing private credit markets. Kevin Simpson reveals recent stock picks and the potential risks tied to AI momentum and Fed policy, keeping listeners on the edge of their seats!

Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and how to navigate it. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Netflix in his "Best Stocks in the Market."Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this engaging discussion, market experts Joe Terranova, Bryn Talkington, Jim Labenthal, and Steve Weiss dissect the surge in tech stocks fueled by AI deals. Terranova highlights the semiconductor sector's rebound and its forecast for market strength. Talkington delves into strategies for investors recovering from losses and discusses tech earnings expectations. Labenthal raises concerns about complacency in the market rally, while Weiss champions non-AI winners like Caterpillar. Together, they explore debt in the AI landscape and where to find profitable opportunities.

Scott Wapner and the Investment Committee debate whether the so-called “everything rally” is still in the cards for the markets and what it could mean for your money. Plus,  CNBC’s Kristina Partsinevelos joins us with the latest on a report that Oracle is struggling to make money renting out Nvidia Chips.  And later, the Committee share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate whether AI companies are in a bubble and what it could mean for the broader markets. Plus, we hit the latest Calls of the Day. And later, the Healthcare Sector is breaking out, the Committee discuss how to trade it. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and what it could mean for the market and your money. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Veeva Systems in his “Best Stocks in the Market” Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland and the Investment Committee debate whether the government shutdown will affect the market negatively and how you should navigate it.  Plus, the desk debated the hottest sector this week, healthcare.  And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the best strategies for Q4 as we head into the final stretch of the year. Plus, Jim Cramer joins the desk to discuss his new book, the market and the best way to protect and grow your money. And later we are joined by John Mullen, president and CEO of Parsons Capital Management which ranked No. 1 on CNBC’s list of the top 100 financial advisors in the U.S. for 2025.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.