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Halftime Report

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Nov 17, 2023 • 46min

Stocks Continue Their Win Streak 11/17/23

Scott Wapner and the Investment Committee debate the state of the rally with stocks going through their third positive week in a row. Plus, we’ve got Calls of the Day on multiple names, the Committee break down each one. And later, we setup a big week of key earnings next week. Investment Committee Disclosures
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Nov 16, 2023 • 46min

The Bull vs. Bear Debate 11/16/23

Scott Wapner and the investment committee debate whether we’ve got an all-clear for stocks. Plus, we’ve got a Call of the Day on the biotech sector.  And later, Roblox is up 30% in 3 months, the Committee discuss the name.  Investment Committee Disclosures
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Nov 15, 2023 • 44min

The State of the Rally Post-Inflation Data 11/15/23

Scott Wapner and the Investment Committee debate the state of the rally following more promising inflation data, pushing stocks higher.  We’ve got a Chart of the Day on Target, surging after better than expected earnings. And some Calls of the Day on American Express and Bristol-Myers. Investment Committee Disclosures
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Nov 14, 2023 • 46min

Stocks Surge after the CPI Report 11/14/23

The podcast discusses the surge in stocks after a better than expected CPI Report, analyzes market conditions and potential impacts of cyclicals and value stocks on the tech sector. They also discuss the disparity between Fed projections and market expectations, express uncertainty in buying certain stocks, and analyze the recent market surge and its significance. The concept of mean reversion in dividend investing is explored, and an update on Dr. Michael Burry's positions is provided.
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Nov 13, 2023 • 44min

The Next Phase of the Market 11/13/23

Scott Wapner and the Investment Committee debate whether stocks are stretched too thin or is a new rally just getting started. We’ve got Calls of the Day on Oracle and Airbnb. And later, the desk discusses Pfizer’s attempt to get into the weight loss market and what it means for biotech. 
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Nov 10, 2023 • 46min

State of the Rally 11/10/23

Scott Wapner and the investment committee discuss the state of the rally as stocks look to keep the momentum going. The calls of the day are on Netflix, Charles Schwab and XPO. The chart of the day is crude oil. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word. Investment Committee Disclosures
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Nov 9, 2023 • 46min

Can Stocks Extend the Rally? 11/9/23

Scott Wapner and the investment committee debate whether the landscape is improving as stocks go for their longest winning streak in 19 years. The experts detail their latest portfolio moves. Disney shares pop. Toast shares drop. The panel checks in on the health care trade. Investment Committee Disclosures
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Nov 8, 2023 • 45min

The Run at 4,400 11/8/23

Scott Wapner and the investment committee debate the road ahead as stocks try to extend their longest winning streak in two years. The desk details their latest portfolio moves. The call of the day is Piper Sandler’s bullish note on retail. The chart of the day is a slide for Warner Bros Discovery. The setup is on Disney ahead of earnings after the bell. Investment Committee Disclosures
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Nov 7, 2023 • 44min

The Tech Run 11/7/23

Scott Wapner and the investment committee discuss the tech run as the Nasdaq goes for its longest winning streak in two years. The experts detail their latest portfolio moves. The calls of the day are on Nike, Home Depot and Lowe's. Earnings movers include Uber, Vertex Pharmaceuticals and NXP Semi. The desk debates the energy trade with oil prices at two-month lows.Investment Committee Disclosures
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Nov 6, 2023 • 46min

The State of Stocks 11/6/23

Scott Wapner and the investment committee discuss the state of stocks after the best week of the year for your money. Bill Baruch joins the panel with a trade alert on his portfolio moves. The call of the day is on Booking Holdings. Plus a Halftime exclusive: Rory McIlroy and Tom Werner are live in Boston to talk the new TGL golf league. Investment Committee Disclosures

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