47 min listen
State of the Tech Trade 7/11/23
FromHalftime Report
ratings:
Length:
45 minutes
Released:
Jul 11, 2023
Format:
Podcast episode
Description
Scott Wapner and the Investment Committee debate the risk-reward of this year’s best sector. The Call of the Day is on Uber, it’s Evercore ISI’s new #1 top pick. The panel discusses where to be in the banks ahead of earnings. The Chart of the Day is a new all-time high for the industrials. We also hit a few more street calls on Disney.Investment Committee Disclosures
Released:
Jul 11, 2023
Format:
Podcast episode
Titles in the series (100)
Is the Market on the Cusp of a Correction?: Scott Wapner and the Investment Committee debate whether the market is on the cusp of a correction as another read on the American consumer badly misses expectations. Jonathan Krinsky joins us to discuss his latest note with a bold warning, “Don’t buy the dip.” And later, we discuss some new highs in healthcare and casinos. by Halftime Report