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Halftime Report

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Jan 18, 2024 • 46min

The Resurgence of the Tech Trade 01/18/24

Courtney Reagen and the Investment Committee debate the resurgence of the tech trade after the sector hit a new intraday high. Plus, Liz Young and Bill Baruch share their top contrarian ideas for 2024. And later, Josh Brown details “The Hateful Eight” some of the most unloved stocks in the S&P 500. 
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Jan 17, 2024 • 45min

Can Stocks Handle the Economic Heat? 1/17/24

Scott Wapner and the Investment Committee debate the state of the markets as more evidence of a resilient economy sends rates rising. Plus, multiple committee stocks are moving today, they weigh in on each one. And later, Rob Sechan shares his contrarian idea for 2024. Investment Committee Disclosures
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Jan 16, 2024 • 45min

The Bull Case for Stocks Intact? 1/16/24

Scott Wapner and the Investment Committee debate whether the bull case for stocks is still intact as earnings season heats up. Plus, we go over the top bank opportunities as the Committee discuss their favorite names. And later, legendary energy trader Mark Fisher joins us with his strategy in oil. Investment Committee Disclosures
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Jan 12, 2024 • 46min

A Noisy Start to Earnings Season 1/12/24

Frank Holland and the Investment Committee debate the kickoff to earnings season with big banks at the top of the list. Plus, a Chart of the Day on oil as it hits its highest level since December. And later, we’ve got the Setup on the non-bank names reporting earnings next week.  Investment Committee Disclosures 
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Jan 11, 2024 • 46min

Navigating Key Market Moving Headlines 01/11/24

Frank Holland and the Investment Committee discuss key items affecting the market, from a hotter than expected inflation report to a new earnings seasons about to kick off. Plus, Mega Cap Momentum concerns are top of mind as tech valuations are called into question, the desk discusses how to navigate the sector. Plus, multiple Bitcoin ETFs launched today, several of them already in the red, the Committee discuss their top picks in the sector. 
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Jan 10, 2024 • 45min

Navigating the Markets with CPI and Earnings Looming 01/10/24

Scott Wapner and the Investment Committee count down to tomorrow’s CPI which could decide where this market goes in the weeks ahead.  Plus, Phil LeBeau joins us with the latest from Boeing, with the Investment Committee debating what to do with the battered name. And later, Brian Belski gives us his big contrarian idea for 2024. Investment Committee Disclosures
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Jan 9, 2024 • 46min

The Committee’s New Buys and Sells 01/09/24

Scott Wapner discusses the very active Investment Committee which has a bunch of new buys and sells. Plus, Amy Raskin and Sarat Sethi give their top contrarian ideas for 2024. And later,  we cover some pair trades in the banking sector. 
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Jan 8, 2024 • 45min

The Critical Week for the Rally 01/08/24

Scott Wapner and the Investment Committee discuss the start of a critical stretch for stocks with the CPI report and Kick-off to earnings season is on deck. Plus, Bob Pisani bring his interview with Cathie Wood to us. She talks about the upcoming Bitcoin SPOT ETF, her ARKK fund, and more. And later, the Investment Committee details so more contrarian calls they’re keeping an eye on for 2024.  Investment Committee Disclosures
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Jan 5, 2024 • 45min

Stocks after the Streak 01/05/24

Scott Wapner and the Investment Committee debate the market after the streak as stocks pace to break the remarkable nine-week run. Plus, the Committee continue to give their top contrarian ideas for 2024. And later, we cover some big winners and losers of the week. Investment Committee Disclosures
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Jan 4, 2024 • 46min

How Far can Mega Caps Fall 01/04/24

Scott Wapner and the Investment Committee debate how far mega caps can fall and which names to avoid as the sector shakes out. Plus, Mobileye plunging after posting a grim revenue outlook, Kristina Partsinevelos joins us to break it down. And later, the Committee give you their top contrarian plays for 2024

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