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Halftime Report

Latest episodes

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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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Dec 17, 2024 • 44min

Rally or retreat to end 2024? 12/17/24

Josh Brown, a market trends expert, Carrie Firestone, an investment analysis pro, and Jabravko Lekos from J.P. Morgan bring their insights together. They discuss the potential rally of the stock market as 2024 approaches, weighing the merits of sticking with successful investments like the Magnificent 7 versus exploring new opportunities. Bitcoin's momentum is highlighted as a key player, along with the Dow's recent declines and strategies to navigate volatility. They also touch on pivotal sectors like retail and tech, emphasizing significant investment shifts.
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Dec 16, 2024 • 44min

Stick with what’s working for 2025? 12/16/24

With two weeks to go in 2024, the Investment Committee debates the momentum in the tech trade and whether it can keep rallying in the new year.  Plus, the next move for semiconductors as Broadcom hits a new record high.  And Nike quarterly results – the company has underperformed but could this be an inflection point?Investment Committee Disclosures
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Dec 13, 2024 • 44min

Is a Year-End Run Likely? 12/13/24

Josh Brown, Bryn Talkington, and Steve Weiss are Investment Committee members with deep insights into market trends. They discuss the potential for a year-end rally in stocks and highlight the surge of Broadcom, achieving a trillion-dollar market cap. The trio also dives into the performance and strategies surrounding mega-cap tech stocks like Apple, analyzing their growth and challenges. Additionally, they explore the decline of momentum stocks and the generational shift in investment preferences, providing listeners with strategic investment insights.

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