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Halftime Report

Latest episodes

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Mar 27, 2025 • 44min

Trading Trump’s Tariff Wars 3/27/25

Josh Brown, an influential investment professional, and Kate Rooney, a CNBC reporter with insights into Robinhood's wealth management shift, dive into the complex world of tariffs and their impact on the market. They discuss the ramifications for major automakers like Ford and GM, while Josh highlights Zscaler as a potential breakout stock. The conversation traverses the volatile tech landscape, IPO concerns, and the evolving wealth management strategies, providing a comprehensive view of navigating market uncertainties.
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Mar 26, 2025 • 44min

Can the Bounce Continue? 3/26/25

Join Joe Terranova, a market trend expert, Jenny Harrington, a stock picking specialist, and Carrie Firestone, who shares strategic insights, as they dive into the sustainability of the recent stock market bounce. They discuss the impact of tariff-related news on major indices and sectors like auto and tech. The trio also explores healthcare investment opportunities, emphasizing resilience amidst challenges. They reveal their latest strategic moves and tackle the cautious sentiment surrounding potential recession risks, all packed with actionable insights.
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Mar 25, 2025 • 47min

The U.S. Exceptionalism Trade 03/25/25

In this engaging discussion, financial commentator Josh Brown, investment experts Stephanie Link and Jim Labenthal dive into the nuances of U.S. exceptionalism in global markets. They analyze the impact of mega-cap firms and geopolitical shifts on investment strategies. Josh shares insights from his Trade School on the volatile stock 'Toast.' The group also explores concerns around the AI bubble, recent IPO news, and key industry challenges, particularly for Boeing, providing valuable perspectives on market trends and portfolio management.
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Mar 24, 2025 • 44min

Can the Market Bounce Continue 3/24/25

Join Joe Taranova, Jim Labenthal, Steve Weiss, and Bryn Talkington as they explore whether the stock market can maintain its upward trajectory. They discuss major portfolio moves, from tech stocks to momentum strategies. The conversation shifts to the impact of new tariffs and political changes, highlighting investment opportunities amid market volatility. Additionally, they delve into trends in private credit ETFs and emerging sectors like defense, offering insights on Netflix's competitive edge and the healthcare market.
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Mar 21, 2025 • 43min

Trading the Stormy Stock Market 3/21/25

Investment experts Josh Brown, Joe Terranova, Steve Weisbrin, and Bryn Talkington delve into the turbulent stock market landscape. Brown reveals why he's removing a stock from his top picks. The team discusses the implications of tariffs, trade tensions, and the potential for a recession. They explore effective trading strategies, including the value of buying during downturns. Insights into Google's recent acquisition highlight the importance of cybersecurity in today's market. Tune in for vital perspectives on navigating current economic uncertainties!
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Mar 20, 2025 • 47min

The State of Stocks After the Fed Meeting 3/20/25

Scott Wapner and the Investment Committee debate the state of stocks in this uncertain market after Fed Chairman’s Powell speech yesterday and Tariffs looming large. Plus, Josh Brown names another stock to his “Best Stocks in the Market List.” And later, Michael Ozanian joins us with the latest on the Boston Celtics sale. Investment Committee Disclosures
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Mar 19, 2025 • 42min

Trading the Tech Bounce 3/19/25

Frank Holland and the Investment Committee debate trading the tech bounce ahead of the crucial Fed decision. CNBC’s Senior Economics Reporter Steve Liesman joins us with what he’s expecting from Fed Chair Jerome Powell. And later, the desk discuss the latest Calls of the Day.  Investment Committee Disclosures
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Mar 18, 2025 • 43min

Halftime Report Live from Future Proof 3/18/25

Dominic Chu and the Investment Committee are live from “Future Proof Citywide” in Miami Beach to discuss this critical moment in the market. Wedbush Securities’ Dan Ives joins us to discuss Alphabet’s acquisition of Wiz. And later, BMO’s Brian Belski joins us to defend his firm’s 6,700 price target on the S&P. Investment Committee Disclosures
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Mar 17, 2025 • 44min

The Setup for Stocks 3/17/25

Dominic Chu and the Investment Committee debate the setup for stocks following the Dow’s worst week in a year. Plus, the desk discusses the latest Calls of the Day on Netflix, Exxon and Diamondback Energy. And later, we hit some Committee stocks on the move today.  Investment Committee Disclosures
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Mar 14, 2025 • 44min

Trading the Unsettled Markets 3/14/25

Scott Wapner and the Investment Committee debate the unsettled markets as stocks try for a Friday bounce back. Plus, the desk debate the latest Calls of the Day. And later, the Committee give you the Setup on some key names next week. Investment Committee Disclosures

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