Halftime Report

This discussion features Josh Brown, an investment expert known for his sharp market insights and strategic portfolio moves, alongside Dubravko Lakos, J.P. Morgan's Head of Global Markets Strategy. They tackle whether the turbulence in the stock market has subsided and delve into Brown's recent switch from Alphabet to Netflix, citing consumer behavior and resilience. Lakos shares his outlook for 2025, emphasizing the potential of global equities, while the duo examines tech sector challenges, monetary policy shifts, and emerging investment strategies.

Scott Wapner and the Investment Committee discuss tariff whiplash with the markets looking to build on last week’s gains. Plus, the Committee share their latest portfolio moves. And later, the desk discusses Roth’s new note about stocks that are “Diamonds in the Rough.” Investment Committee Disclosures

Join Kevin Simpson, Jim Lebenthal, Steve Weiss, and Brenda Vingello from CNBC, alongside commodities guru Mark Fisher. They tackle the chaos of the stock market, debating strategies like 'buy the dip'. Mark shares his best trade insights while assessing the shifting dynamics of Apple and small-cap stocks amid volatility. The group discusses the rise of retail investor confidence and explores the commodities sector, highlighting bullish opportunities in grains as oil prices tumble. Prepare for unexpected twists in the market!

In this discussion, investment experts Josh Brown, Stephanie Link, and Bryn Talkington delve into the turbulent market dynamics following significant tariff decisions. They analyze the S&P 500's erratic behavior, inflation trends, and consumer sentiment as potential recession risks loom. The trio emphasizes cautious optimism amidst volatility, exploring retail investment strategies and the impact of recent economic policies. Finally, they offer insightful stock recommendations, showcasing companies poised to navigate these challenging times.

Steve Leisman, CNBC's senior economics correspondent, and Bryn Talkington, a member of the Investment Committee, delve into the current market turbulence. They discuss the Federal Reserve's strategies amid rising treasury yields and volatility due to tariffs. Talkington shares insights into tech investment strategies, pointing to opportunities in declining stock prices, particularly in companies like Microsoft. The conversation also touches on how geopolitical tensions affect oil prices and the implications for energy markets.

Josh Brown, an investment analysis expert, shares insights on navigating the current market volatility alongside Jenny Harrington, a dividend investing author. They debate the impacts of trade tensions and recession fears on stock stability. Jenny discusses her new book, emphasizing the importance of dividend stocks in turbulent times, while highlighting specific picks like Kinder Morgan and Verizon. They also analyze the market's resilient players, dissecting the potential of companies like UNH and American Express amid economic uncertainties.

Join industry experts Brian Belsky, Mike Santoli, Jim Lebenthal, and Joe Terranova as they dive into the aftermath of Trump's Trade War, discussing its severe impact on market volatility. They explore the unsettling prospect of a recession as suggested by Larry Fink, while sharing their own trading moves amidst the chaos. The conversation highlights the importance of reassessing risk strategies and the behavior of retail investors during downturns, all while navigating the uncertainty of today’s economic environment.

This discussion features Josh Brown, a financial commentator known for his keen market insights, Steve Weiss, a seasoned investment professional, and Bryn Talkington, an investment strategist. They dive into the effects of Trump Tariffs on market dynamics and the resulting selloff. The panel shares their portfolio moves amidst volatility, emphasizing the importance of cautious investing. They also explore how recent economic indicators and the Fed's decisions shape investor sentiment, alongside challenges faced by sectors like tech and IPO markets.

Josh Brown is a market strategist known for his keen insights, while Jenny Harrington and Joe Terranova bring their expertise from the Investment Committee. Brad Gerstner, founder of Altimeter Capital, shares his perspectives on the impacts of Trump’s tariffs. The discussion covers the sharp decline in stock markets, strategies for navigating economic uncertainty, and how tariffs are affecting companies like Apple. Josh reveals a stock he’s buying despite market turmoil, and they all reflect on the implications for consumer stocks amidst recession concerns.

Rob Sechan, an Investment Committee member, shares his expertise on market dynamics, while David Faber, a CNBC reporter, provides a deep dive into the potential Amazon-TikTok deal. The discussion passionately addresses the upcoming tariffs and their expected impact on market sentiment, particularly for tech stocks. Insights into corporate strategies amid shifting political landscapes reveal the tension between bullish and bearish sentiments. Additionally, the podcast touches on strategic stock divestitures and their effects on investments in a rapidly changing market.