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Halftime Report

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23 snips
Jan 2, 2025 • 44min

Your 2025 Playbook 1/2/25

Join market-savvy guests Josh Brown, Joe Terranova, and Jim Lebenthal as they dissect the financial landscape for 2025. Josh highlights Joe's strong stock potential, while the team dives into the travel trade, exploring investment strategies amidst volatility. They discuss the stock market's resilience, particularly in undervalued sectors like pharma and how AI may shape future investments. With insights on strategic positioning for companies like Uber and EQT, they're gearing up to navigate the opportunities and risks that the new year brings.
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Dec 31, 2024 • 43min

Final Trading Day of the Year 12/31/24

Josh Brown, an investment professional and CNBC contributor, joins Joe Terranova and Jenny Harrington to delve into the final trading hours of 2024. They analyze the impressive surge in Communication Services and Tech stocks, discuss strategies for 2025 that emphasize diversification beyond tech, and share insights on the booming ETF market. Brown also offers his Trade School lessons, while the group reflects on Apple's challenges and potential shifts in the semiconductor space, providing a comprehensive look at the investment landscape as the year wraps up.
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Dec 31, 2024 • 22min

CNBC Pro Talks: Grayscale's Zach Pandl on bitcoin's rally and the crypto market's setup for 2025 12/31/24

CNBC's Tanaya Macheel speaks with Zach Pandl, Managing director of research for Grayscale, to break down the cryptocurrency market's explosive 2024. Pandl also shares what thinks could drive digital asset prices even higher in 2025 and takes questions from Pro subscribers.
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Dec 30, 2024 • 44min

The Stock Selloff 12/30/24

Joe Terranova, Bryn Talkington, and Rob Sechan join the discussion with their sharp insights as investment committee members. They dive into the December stock sell-off, emphasizing caution for year-end investing. The guests analyze the strength of the dollar and its effects on Q4 earnings, while balancing concerns about tech giants like Microsoft. They discuss the upcoming year’s market trends, housing challenges, and investment opportunities, concluding with an optimistic outlook on certain stocks as they prepare for 2024.
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Dec 27, 2024 • 43min

The Fate of the Rally 12/27/24

Josh Brown, an Investment Committee member known for his bullish outlook, shares an optimistic take on Starbucks even as it faces year-end challenges. Jenny Harrington dives into market trends, emphasizing rebalancing strategies amidst profit-taking as the year closes. Kevin Simpson reveals his recent portfolio shifts, highlighting the appeal of dividend stocks. They discuss the competitive landscape in the coffee industry, anticipated volatility, and the importance of diversifying investments beyond tech amid economic fluctuations.
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Dec 26, 2024 • 44min

Can Stocks Pull Off a Year-End Rally 12/26/24

In this insightful discussion, guests include Josh Brown, a wealth management expert known for his market trends analysis, and Bryn Talkington, who shares her strategic portfolio insights on stocks like Palantir and Dell. Joe Terranova delves into market dynamics and the influence of algorithms, while Jim Labenthal analyzes interest rates and potential for a rally. They debate the possibility of a year-end surge in stocks, the impact of rebalancing strategies, and highlight top stock picks for 2025, including Amazon and 3M.
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Dec 23, 2024 • 44min

Trading the Final Stretch 12/23/24

Scott Wapner and the Investment committee debate the final stretch with just six trading days left in 2024. Plus, the Committee share their latest portfolio moves. And later, Rob Sechan gets his year-end portfolio graded. Investment Committee Disclosures
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Dec 20, 2024 • 43min

The fate of the rally 12/20/24

Kevin Simpson, an Investment Committee member renowned for his market analysis expertise, dives into the dynamic world of stocks. The discussion heats up as they debate the recent stock rally and Jenny Harrington's latest buy. They explore market volatility, analyzing key players like Amazon and Tesla, while weighing the impacts of Federal Reserve statements. Insights on top performers like NVIDIA and potential recovery strategies for contrarian stocks make for a compelling conversation, as they strategize for year-end portfolio adjustments.
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Dec 19, 2024 • 44min

Post-Fed Portfolio Moves 12/19/24

In this engaging discussion, guests Josh Brown, Steve Weiss, and Liz Young share their insights on market strategy following recent Federal Reserve moves. Josh captivates with thoughts on Warner Brothers Discovery as Superman returns in a trailer. The trio analyzes market dips, offering strategies for resilience while uncovering the struggles of small-cap stocks. They debate the implications of the Dow’s challenges and highlight promising sectors like cybersecurity. Expect a mix of investment wisdom and lighthearted banter throughout!
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Dec 18, 2024 • 44min

Nvidia roars back 12/18/24

In this engaging discussion, investment experts Joe Terranova, Bill Baruch, and Steve Weiss tackle Nvidia's potential resurgence. Terranova shares insights on stock strategies, while Baruch dives into technical analysis, emphasizing key trading points. Weiss highlights the evolving landscape of Bitcoin amidst market volatility. The trio also dissects the implications of the Federal Reserve's decisions on sectors like equity and bonds, while exploring bullish sentiment for Tesla, Uber, and the promising growth in India's emerging market.

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