45 min listen
No pivot, No Pause: What Investors Do Now 11/3/22
FromHalftime Report
ratings:
Length:
44 minutes
Released:
Nov 3, 2022
Format:
Podcast episode
Description
Frank Holland and the Investment Committee debate how to trade the market following the feds no pivot no pause mantra yesterday. How much hawkish talk is priced into the market already? Plus, is a year-end rally still possible, the committee weigh in? And later, Morgan Stanley’s Chief Global Economist Seth Carpenter joins us to discuss why he sees a notable economic slowdown that borders on global recession coming.
Released:
Nov 3, 2022
Format:
Podcast episode
Titles in the series (100)
Tale of Two Mega-Cap Techs: Microsoft hitting all-time highs, but Amazon trading at two-month lows. Scott Wapner and the investment committee debate which mega-cap name means more to this market right now. Plus, Josh Brown just added a new stock to his portfolio. He joins the committee to reveal the names and explain why he bought it. And later, Pete Najarian gives us his latest trades in Unusual Activity. by Halftime Report