Halftime Report

Scott Wapner and the Investment Committee debate the tech wreck, higher rates, and whether the market is getting it all wrong. Plus, we’re joined by Sonal Desai, the CIO of Franklin Templeton’s Fixed Income Group to discuss inflation, the bond market, and the Fed. And don’t miss Jon’s Unusual Activity and your questions answered in Ask Halftime! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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As the NASDAQ continues to feel the pressure today, Scott Wapner and the Investment Committee debate what the rise in rates means for stocks and how you should play it. The Committee tell you about the changes they are making in their portfolio, and later, we are joined by Starbucks CEO Kevin Johnson ahead of the company’s annual meeting to discuss where the company, and the stock, go from here. Plus, Pete shares some Unusual Activity in 2 names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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For the first time in a year, the biggest risk for your money is not the Covid Crisis. Scott Wapner and the Investment Committee debate how rising rates could impact the market and how you should play it. Plus we hit all of the Investment Committee’s moves and Jon shares some Unusual Activity in 3 big tech names. And later, we get to your questions in Ask Halftime. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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As stimulus checks begin hitting bank accounts around the U.S., Melissa Lee and the Investment Committee discuss whether that will fuel more gains in the near-term. Plus, the committee fiercely debate which sectors are investable, from airlines to financials, and share their money moves as the Dow continues to set record highs. And later, we get to your questions in Ask Halftime! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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The Dow hitting more record highs. Scott Wapner and the Investment Committee are joined by Fundstrat’s Tom Lee, who’s got a big new call on the S&P 500’s potential upside in the first half of the year. The Committee also share where they are putting their money to work. Plus, NBA Legend Kareem Abdul-Jabbar joins us later to discuss his foundation Skyhook, which works to give much needed opportunities to underserved students across the country. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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As the Dow and S&P both hit new record intraday highs today, Scott Wapner and the Investment Committee discuss the best Dow stocks to own and where your money will work best from here. Plus, the Committee share their biggest market moves and later we get some Unusual Activity from Jon. And we get to your questions in Ask Halftime! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to talk about the highly anticipated Roblox Direct Listing, as well as Big Tech, and where the market goes from here. Plus, the Investment Committee discuss where they are putting their money to work. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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NASDAQ bouncing back in a big way after falling into correction territory. Scott Wapner and the Investment Committee debate where tech stocks go from here and which stocks look good right now.

Plus, Morgan Stanley’s Chief U.S. Equity Strategist, Mike Wilson, tells us what’s next for the growth and value trades. And, we take your questions in Ask Halftime.

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Scott Wapner is joined by an all-star all female Investment Committee today to mark International Women’s day. They discuss David Tepper’s bullish call on the stock market and his call on rates. The Investment Committee also share their latest buys and sells the market hits record highs Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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As the NASDAQ has its third bad week in a row, Scott Wapner and the Investment Committee debate whether you need to stay away from tech, or buy the dip. Plus, we are joined by Morgan Stanley’s Christopher Toomey for his thoughts on the state of the market. And, the Committee share their moves as we head into the weekend. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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