Inflation, The Fed, and Your Money 12/12/23

FromHalftime Report

Start listening View podcast show

Inflation, The Fed, and Your Money 12/12/23

FromHalftime Report

ratings:

Length:

46 minutes

Released:

Dec 12, 2023

Format:

Podcast episode

Description

Scott Wapner and the Investment Committee debate inflation, the Fed, and your money. Plus, we’ve got Calls of the Day on Zillow, Humana, and Rio, The Committee discuss how to trade those stocks. And later, Jenny Harrington gives her top dividend picks for 2024. Investment Committee Disclosures

Released:

Dec 12, 2023

Format:

Podcast episode

Titles in the series (100)

Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.

Skip carousel

Record Highs & Fed in Focus: Frank Holland, filling in for Scott Wapner today, is joined by the Investment Committee to discuss one of the most important weeks of the year. Jerome Powell and the Fed are getting ready to speak about the state of the economy and Fed policy. The Committee shares their moves ahead of the news and talk about how you should position your portfolio for the months ahead. Plus, the investment committee making a lot of moves – they reveal their latest buys and sell. by Halftime Report
45 min listen
Impact of Fed Taper on Stocks: Growing support for a faster taper from the Fed. Scott Wapner and the Investment Committee debate what that would mean for stocks – rally on? Or, is a correction more likely? Wharton School’s Jeremy Siegel tells us where he sees stocks and inflation going from here. Plus, the investment committee making a ton of moves in this markets. And, it’s a big week for retail earnings. How to play it ahead of the results. by Halftime Report
45 min listen
The Rally’s Red Flags: Scott Wapner and the Investment Committee debate whether the risks for your money are mounting or overblown. Stocks are not far from recent record highs, so the Committee goes hunting for the rally’s red flags. Plus, we cover some Calls of the Day on multiple big oil stocks, how should you trade them? And later, we get to your questions in Ask Halftime by Halftime Report
45 min listen
Bad Economic Data = Good News for Stocks?: The latest employment report misses big, Brian Sullivan and the Investment Committee debate whether that’s good, or bad for stocks. Should you keep riding the rally, or is it time to take a pause? And, the Fintech wars are heating up, the Committee discusses how you should play it. Plus, Wall Street is bullish on semis, are they right? And later, Biotech is breaking out, we discuss which names are worth a look. by Halftime Report
45 min listen
Apple’s Big Event: What’s Riding on it: Scott Wapner and the Investment Committee debate Apple’s big event today, and whether a sell the news reaction could be catalyst for a broader correction. Jim Cramer and Wharton Professor Jeremy Seigel join us to weigh in on that, inflation and the rolling correction that taking place in this market. And later, NFL Linebacker Brandon Copeland, who just signed with the Atlanta Falcons, is with us to discuss his new Netflix style education platform for high school students, called Emile. by Halftime Report
47 min listen
U.S. Stocks Downgraded: Time to get Cautious?: Frank Holland and the Investment Committee debate whether it’s time to get ready for a correction, as stocks get downgraded today. What’s the best way to navigate this market and where’s the best place for your money headed into the Fall. Plus, Apple hitting all-time highs as it reveals the date for its big product event. How to trade it from here. Netflix also hitting an all-time, with the stock rallying 25% in the past 3-months, should you buy at these levels? Plus, Pete Najarian’s latest trades in Unusual Activity. by Halftime Report
45 min listen
Taper Talk: how to play it: Tyler Mathisen and the Investment Committee discuss the flood of headlines from Fed officials ahead of Jerome Powell’s big speech tomorrow, how will the market react and what should you do to prepare? Plus, the Committee share their latest moves. And later, retail investors are joining Cathie Wood and jumping back into China, the Committee debates if that’s the right move. by Halftime Report
44 min listen
Trust the Rebound?: Stocks rallying today, having their best week since June. Scott Wapner and the Investment Committee debate if this continues and which stocks are worth a look. Plus, should you trust the rebound in the tech trade? And Later, Calls of the Day on Square and Nio, what should you do with these names? by Halftime Report
45 min listen
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
47 min listen
Keep Riding the Record Rally?: Brian Sullivan and the Investment Committee debate how much is left in the tank for stocks, as the market posts new record highs for the month. Is a correction coming this fall? Plus, big news on PayPal. And, the latest damage from Hurricane Ida and how it will affect the energy sector. And later, the airlines trade. New fears about demand as we head into Fall. by Halftime Report
45 min listen
Delta, Disney, and your Dollars: Scott Wapner and the Investment Committee debate Disney’s big earnings beat and what it means for the stocks. Plus, what do the numbers say about the reopening trade. And later, we take a look at next week’s flood of retail earnings reports, what should you buy ahead of the news. And, Pete Najarian has his latest trades in Unusual Activity. by Halftime Report
45 min listen
Breakout or Breakdown: What’s Next?: Breakdown? Or breakout? Scott Wapner and the Investment Committee debate what will be the next catalyst for this market. Plus, JPMorgans’s Dubravko Lakos joins the committee to lay out his bullish case for stock. He just raised his year-end target for the S&P 500 to 4,700. Plus, casino stocks getting whacked lately, but one of the committee members is buying. Find out which stock and why. by Halftime Report
44 min listen
Risks to the Record Rally: The S&P on track to post more record closing highs in August than any other month this year. Brian Sullivan and the Investment Committee debate where there may be risk and where to put your money to work from here. Plus, Zoom shares having their second worst day ever, despite posting its first billion dollar revenue quarter. Should you buy on the drop? And, what does it mean for the stay-at-home trade? And later, cyber-security stocks having a good month as CrowdStrike gets ready to report after the bell. The committee take their positions. by Halftime Report
44 min listen
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
45 min listen
Breakdown or Bounce? What’s next for Stocks: The S&P is coming off its worst week since June, Scott Wapner and the Investment Committee debate if stocks are setting up for a bounce, or is more pain to come? Plus, we cover the Call of the Day on commodities, Goldman Sachs saying in a note that the sector is under-invested. And later, Leslie Picker joins us to discuss her exclusive interview with Apollo’s new CEO, Mark Rowan, on his vision for the company and its future. by Halftime Report
44 min listen
The State of Stocks and your Next Move: As stocks march to new all-time highs, Frank Holland and the Investment Committee discuss the next moves you should be making with your money. Plus, Apple and Microsoft are sitting out of this rally, what’s that mean for the broader market? And later, we cover the Calls of the Day on some consumer names. by Halftime Report
45 min listen
Fleeing the Financials: New data showing the 2nd biggest outflow from financials since the pandemic began. Scott Wapner and the Investment Committee debate if the bull run in banks is done. Plus, a major legal setback for Apple. What it means for the stock and investors. And, the Committee reflects on the 20-year anniversary of the 9/11 attacks. by Halftime Report
44 min listen
The Biggest Correction of the Year?: Scott Wapner and the Investment Committee are joined by Mad Money’s Jim Cramer to discuss whether the biggest correction of the year is coming. Which stocks are the most vulnerable and how should you protect your portfolio? Plus, we check out some Calls of the Day on Netflix and Disney, are they a buy here? And, Nvidia and Cisco Systems report earnings after the bell. Cramer and committee take their positions. by Halftime Report
44 min listen
What will get the record rally running again?: Retail Sales beat, but stocks still drop, Frank Holland and the Investment Committee debate what this means for the broader market and where you should put your money now. Plus, Casinos getting downgraded in our Call of the Day, we discuss how to trade it. And later, China’s crackdown on video games could mean its game over for some high flying names. by Halftime Report
44 min listen
Rally on? Or, as good as it gets?: The S&P posting seven straight months of gains and the Nasdaq is hitting new record highs. Brian Sullivan and the investment committee debate if investors should keep riding the rally. Or, if this is as good as it gets for stocks into the year-end. Also, one of our committee members making a new buy in one of the FANG names. Plus, Mr. Wonderful, Kevin O’Leary, calls in to the show to unveil his new stock buy. by Halftime Report
44 min listen
Facebook Fallout & Tech Wreck by Halftime Report
45 min listen
Market Milestone: Nasdaq 15K: Frank Holland and the Investment Committee discuss the NASDAQ hitting a new all-time high and what that means for your money in tech. Should you stay invested or look for the exit? Plus, Morgan Stanley out with a list of stocks to buy and hold over the next year, the committee weighs in. And later, Jon Najarian sees some Unusual Activity in some travel and healthcare names. by Halftime Report
45 min listen
Stocks Bounce Back: Will it Hold?: Scott Wapner and the Investment Committee discuss the bounce back in stocks and whether it’s time to start buying again. Plus, Jon Najarian is seeing a major bearish signal in one of the FANG names. What it may mean for the stock from here. Plus, Commodities have been getting hammered. Why one member of the committee is buying right now. And, Disney’s CEO says subscriber growth for its streaming service slowed, but the street coming to his defense with some positive notes. Is the recent sell-off in the stock overblown? by Halftime Report
45 min listen
U.S. markets fall amid Chinese contagion fears: Scott Wapner and the investment committee debate the market selloff amid concerns that one of China’s largest property developers could default on its debt. Also, BlackRock’s bond king Rick Rieder weighs in on global markets. Plus, Pete Najarian’s latest trades in unusual activity by Halftime Report
45 min listen
Safe to Buy the Dip? Or too Soon?: Stocks coming off their worst day since mid-May. Scott Wapner and the Investment Committee debate if it’s safe to buy on this drop, or is it too soon? Plus, Morgan Stanley’s Mike Wilson tell us why a 20% correction for stocks is beginning to look more likely. Plus, Uber shares rallying on a positive outlook. Is it time to add this name to your portfolio? And, Fedex earnings after the bell. Should you buy ahead of the numbers? by Halftime Report
45 min listen
Worry vs. Momentum: Scott Wapner and the investment committee debate whether the strong year for stocks will be enough to overcome rising risks to the record rally. Plus, airlines cutting their outlook. Is the reopening trade in trouble? And, Hall of fame sport broadcaster, Al Michaels, joins the investment committee to discuss the kick-off to the NFL season. by Halftime Report
45 min listen
Risks to the Record Rally: Scott Wapner is back with the Investment Committee to debate if this is as good as it gets for stocks and where to invest your money from here. Should you keeping betting on big-tech? Or, the cyclical trade? Adam Parker of Trivariate research weighs in with his thoughts. Plus, a stock that’s up more than 40% in the past 3-months just got its price target raised to a new street high. The committee debate it in Call of the Day. And, the trade ahead of Gamestop and Lululemon’s earnings after the bell. by Halftime Report
45 min listen
Trust the Stock Market Rebound?: Stocks coming off their best week in months. Scott Wapner and the Investment Committee debate if you should trust the bounce-back. Plus, the big banks kick off earnings season this week. How investors should position their portfolios headed into a crucial few weeks ahead. Later, bullish calls on Starbucks & SoFi. Should you buy at these levels? And, Jon Najarian has his latest trades in Unusual Activity. by Halftime Report
45 min listen
Taper Coming: Your Next Money Move: Fed Chair Powell signaling policy makers may start to pull back on stimulus this year but rate hikes are not imminent. Brian Sullivan, in for Scott Wapner, and the investment committee debate what that means for the markets and your portfolio from here. Plus, should you stick with the tech trade with tapering on the horizon? Plus, two major sectors of the reopening soaring this week, but both still well off their highs. Is it time to buy? And, Pete Najarian reveals his newest trades in Unusual Activity. by Halftime Report
45 min listen
Rates, The Rotation, and Your Money: As we count down to Q4, Scott Wapner and the Investment Committee debate the biggest factors that will affect your money. What will the Fed do with Rates? How will the rotation affect tech and value stocks? Plus, epicenter stocks are surging, are they a good buy? And later, the Committee share their latest Q4 buys. And, Joe Terranova is selling one red-hot tech names that’s up 80% in the past year, despite bullish calls on the street. by Halftime Report
45 min listen

More Episodes from Halftime Report

Skip carousel

The Nasdaq Rallies to another Record High 6/5/24: Scott Wapner and the Investment Committee debate the Nasdaq as the index rallies to another record high. Plus, Crowdstike surging after earnings, it’s our Chart of the Day. And later, the Committee discuss the latest Calls of the Day on Uber, Nextera Energy, Applied Materials and more. Investment Committee Disclosures by Halftime Report
44 min listen
The Rally’s Next Leg 06/04/24: Scott Wapner and the Investment Committee debate whether the rally’s next leg will be up or down. Plus, Josh Brown is doubling his position in Amazon, he explains why. And later, we cover the latest calls of the day on American Express, Stanley Black & Decker, and more. Investment Committee Disclosures by Halftime Report
43 min listen
The June Playbook: Swoon or Sizzle 6/3/24 by Halftime Report
45 min listen
Trading the Market as May Ends 5/31/24: Scott Wapner and the Investment Committee debate the state of stocks, the tech trade and more as May comes to an end. Plus, Carl Icahn taking a stake in Caesars, we bring you the latest. And later, some Calls of the Day on Schwab, Qualcomm and McDonald’s. Investment Committee Disclosures by Halftime Report
44 min listen
Navigating the Tech Trade 5/30/24: Scott Wapner and the Investment Committee discuss the tech sector and how to trade it with one committee member bailing on Salesforce, and another sticking with it. Plus, we cover the latest calls of the day in the healthcare sector. And later, the desk share their latest moves in the market. Investment Committee Disclosures by Halftime Report
45 min listen
Rising Yields, Falling Stocks 5/29/24: Scott Wapner and the Investment Committee debate whether stocks can withstand rising yields. Plus, American Airlines falling, it’s our Chart of the Day. And later, the desk covers the latest Calls of the Day. Investment Committee Disclosures by Halftime Report
44 min listen
Apple and Nvidia Push Nasdaq to New High 5/28/24: Scott Wapner and the Investment Committee discuss the continued tech rally as Apple and Nvidia push the Nasdaq to new highs. Plus, super biotech investor Michelle Ross joins us wither two stocks she owns that are surging. And later, we’ve got some Calls of the Day on Live Nation and Netflix. Investment Committee Disclosures by Halftime Report
44 min listen
The State of Stocks 5/24/24: Scott Wapner and the Investment Committee discuss the state of stocks after another pivotal week for the market. Plus, the desk making some moves in their portfolio, they reveal their latest trades. And later, A Call of the Day on XPO, Jenny Harrington owns it and talks about what to do with the stock now. Investment Committee Disclosures by Halftime Report
44 min listen
Nvidia Hits Record Highs 5/23/24: Scott Wapner and the Investment Committee discuss Nvidia as shares hit a record high after earnings, lifting all of tech with it. Plus, we’ve got a Call of the Day on a Josh Brown name, he reacts to an analyst calling Toast “great company but not a good stock.” And later, insurance names under pressure as NOAA says hurricane season will be one of the worst ever. Contessa Brewer joins us with the details. Investment Committee Disclosures by Halftime Report
44 min listen
The Great Wait for Nvidia Earnings 5/22/24: Scott Wapner and the Investment Committee look ahead to Nvidia earnings tonight and what it will mean for tech and the markets. Plus, Lululemon hitting a new 52-week low, it’s our Chart of the Day. And later, the desk talk about some of their stocks on winning and losing streaks. Investment Committee Disclosures by Halftime Report
43 min listen
The Nasdaq’s Moment of Truth: Nvidia Earnings 5/21/24: Scott Wapner and the Investment Committee debate the Nasdaq’s moment of truth, Nvidia earnings tomorrow. Plus, the desk share their latest portfolio moves. And later, Ares Management is holding their 2024 investor day, Leslie Picker is there and brings us an exclusive interview with Ares Management Co-Founders Michael Arougheti and Tony Ressler. Investment Committee Disclosures by Halftime Report
48 min listen
Position for an “Everything Rally” 5/20/24: Scott Wapner and the Investment Committee discuss stocks extending their record highs today and how to position yourself for an everything rally. Plus cyber stocks on a tear, the desk debate how to trade these names. And later, the Aerospace and Defense ETF, ITA, hits an all-time high. The Committee debate what’s next for the sector. Investment Committee Disclosures by Halftime Report
43 min listen
Surging Stocks and More 5/17/24: Scott Wapner and the Investment Committee discuss surging assets as much more than just stocks have been on a tear over the past six months. Plus, we look ahead to Microsoft’s Big AI event on Monday. And later, the desk share their latest portfolio moves. Investment Committee Disclosures by Halftime Report
44 min listen
Dow tops 40k 05/16/24: Scott Wapner and the Investment Committee debate the Dow topping 40,000 and the high-flying stocks that got us there. Plus, the Committee detail their latest portfolio moves. And later, Berkshire reveals their Chubb position, the desk discuss the insurance names. Investment Committee Disclosures by Halftime Report
43 min listen
A New Price Target for the S&P 500 5/15/24: Scott Wapner and the Investment Committee discuss record setting stocks as the S&P and NASDAQ reach new high. Plus, BMO’s Brian Belski joins us with a new price target for the S&P 500, the highest on the street. And later, The Committee share their latest portfolio moves. by Halftime Report
44 min listen
Stocks Creep Towards New Highs 5/14/24: Scott Wapner and the Investment Committee discuss stocks searching for new highs as another key inflation read hits the tape. Plus, the desk is making some major moves in their portfolio, they detail their strategy. And later, we’ve got some Calls of the Day on Roblox, Regeneron, Costco and Edison International. Investment Committee Disclosures by Halftime Report
45 min listen
The Big Week Ahead 5/13/24: Scott Wapner and the Investment Committee debate the big week ahead as key inflation data looms and the AI arms race heats up again. Plus, we’ve got Calls of the Day on multiple names, the Committee break them all down. And later, the desk has some stocks on hot streak, they debate what to do with hem from here. by Halftime Report
44 min listen
The Amazing, Resilient Stock Market 5/10/24: Scott Wapner and the Investment committee discuss the record-setting stock market getting close to another major milestone. Plus, some Committee stocks are enjoying win streaks, we discuss what to do with them from here. And later, a Call of the Day on Target, the Committee discuss retail and the consumer. Investment Committee Disclosures by Halftime Report
43 min listen
The Rally in Stocks and the Pullback in Growth 5/9/24: Scott Wapner and the Investment Committee debate the rally in stocks and the pullback in growth. Plus, the desk making some major moves in their portfolios, they detail them all. And later, Roblox shares tanking, It’s our Chart of the Day, shareholder Bryn Talkington calls in with her strategy from here. Investment Committee Disclosures by Halftime Report
43 min listen
The State of the Growth Trade 05/08/24: Scott Wapner and the Investment Committee debate the state of the growth trade as more big names get hammered in today’s session. Plus, the committee share some of their latest portfolio moves. And later, the desk shares the setup on some real estate stocks reporting this week. Investment Committee Disclosures by Halftime Report
43 min listen
The State of the Growth Trade 05/07/24: Scott Wapner and the Investment Committee discuss the state of the growth trade, with Bill Baruch calling in to talk about his latest trade in the space. Plus, Altimeter Capital Founder & CEO Brad Gerstner joins us to discuss his outlook on tech and the market. And later, the desk talks about some of their stocks on the move today. by Halftime Report
49 min listen
The Post-Powell Bounce Back 5/6/24: Scott Wapner and the Investment Committee discuss the rebound in stocks and debate whether the bulls once again have the upper hand. Plus, Berkshire trimming some of their Apple position, the Committee debate the move. And later, the desk discusses their latest portfolio moves. Investment Committee Disclosures by Halftime Report
46 min listen
The Road Ahead for the Rally 05/03/24: Scott Wapner and the Investment Committee discuss the surge in stocks following Apple earnings and what might have been a ‘perfect’ jobs report for the bulls and the Fed. Plus, the Committee is making some moves in the financials sector, they break them down. And later, legendary sports broadcaster Mike Tirico joins us ahead of tomorrow’s Kentucky Derby. by Halftime Report
43 min listen
CNBC Pro Talks: How to profit from Warren Buffett's methods in investing and life 5/3/24: How can investors use the timeless investing strategies and sage teachings of the iconic Warren Buffett to make their own investing decisions? What does the portfolio of Berkshire-owned companies and stocks say about your own portfolio? CNBC Pro goes on a deep dive of all things Buffett with a longtime Berkshire shareholder and follower. CNBC’s Dominic Chu interviews Berkshire investor Bill Stone, the CIO at Glenview Trust Company, in this special CNBC Pro Talk ahead of the 2024 Berkshire annual shareholders meeting. CNBC Pro’s Yun Li also joins to preview Berkshire’s annual meeting and what investors can expect from the Oracle of Omaha. CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly int by Halftime Report
21 min listen
The Post-Powell Playbook 05/2/24: Scott Wapner and the Investment Committee debate the post-fed playbook as stocks rise following the Fed meeting. Plus, Apple is set to report earnings tonight, the Committee lay out what to expect. And later, the desk making some moves in their portfolio, they reveal their latest trades. by Halftime Report
42 min listen
The Road Ahead for the Fed and Markets 05/01/24: Scott Wapner and the Investment Committee discuss the Fed, Markets and Earnings. Plus, Joe Terranova covers his latest rebalance in the JOET ETF. And later, a Chart of the Day on AMD, the desk debates the chip sector. by Halftime Report
43 min listen
Stagflation Fears Drag Down the Market 4/30/24: Scott Wapner and the Investment Committee debate the state of stocks with Amazon earnings just hours away and fresh stagflation fears dragging down stocks. Plus, we’ve cover the latest Calls of the Day on Live Nation, Citigroup and Boeing. And later, the Committee talk about their stocks on the move. by Halftime Report
44 min listen
Trading the Pivotal Week Ahead 4/29/24: Scott Wapner and the Investment Committee discuss another key week for stocks with Apple and Amazon reporting and a Fed meeting looming. Plus, Adam Parker of Trivariate Research calls in to explain why his firm’s view has changed its market view. And later, a Call of the Day on Apple, Tony Sacconaghi putting a rare buy rating on the stock, the desk debates this move. Investment Committee Disclosures by Halftime Report
43 min listen
Halftime Report 4/26/24: Listen to the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Investment Committee Disclosures by Halftime Report
43 min listen
Navigating the Pullback 4/25/24: Courtney Reagan and the Investment Committee navigate today’s pullback in the market as signs of a slowing economy and Meta’s meltdown slams stocks. Plus, the Committee give you their pullback playbook. And later, the desk discusses some earnings movers and how you should trade them. Investment Committee Disclosures by Halftime Report
44 min listen

Related podcast episodes

Skip carousel

A Huge Week for Your Money: Scott Wapner and the Investment Committee discuss this critical week for stocks with tons of earnings, a pivotal fed meeting, and turbulent times for the major averages. The Committee share what they’re doing with their portfolios. Plus, Steve Liesman joins us to discuss the upcoming Fed Meeting. And later, Jim Chanos joins us to discuss the markets and the Fed. by Halftime Report
58 min listen
Gameplan for the Big Week Ahead 11/7/22: Midterms, CPI, Fed Speakers and Key Earnings. Scott Wapner and the Investment Committee debate all of the big events this week and what it means for your money. Plus, the Committee making some major moves, we dive in to all of them and the reasons why ahead. And later, we cover some Calls of the Day and big consumer names, the Committee take their positions on those stocks. by Halftime Report
44 min listen
Rising Rates and Hot Inflation 3/2/23: Scott Wapner and the Investment Committee discuss rising rates, sinking earnings, and hot inflation. They debate the implications for stocks and your money. Plus a bullish Call of the Day on Semis, the Committee debates whether you should be buying names in the sector. And later, we grade your latest trades! Investment Committee Disclosures by Halftime Report
45 min listen
The Dow’s Winning Streak Continues 7/26/23: Courtney Reagan and the Investment Committee discuss the fate of this rally with the Fed and earnings looming. Plus, a Chart of the Day on Boeing, Jim Lebenthal calls in to discuss the stock’s breakout. And later, a Call of the Day on Disney, Morgan Stanley cut it’s price target, saying the Hollywood strike weighs heavy on the name, the Investment Committee break down the streaming stocks. Investment Committee Disclosures by Halftime Report
46 min listen
A ‘Buy Everything’ Market?: Many areas of the market hitting record highs. Scott Wapner and the Investment Committee debate the best place for your money right now. Plus, several stocks are in focus today, the GE Split, the Roblox surge, with Robinhood, Paypal and Ford in the headlines. The Committee weighs in on all these stocks and more. And later, Pete Najarian shares some unusual activity in 2 consumer names. by Halftime Report
44 min listen
The Fed Speaks & the Market Rallies: Scott Wapner and the Investment Committee are joined today by Fundstrat’s Tom Lee to discuss what’s next for stocks after the Fed doubles down on taper. Plus, Altimeter Capital’s Brad Gerstner weighs in on the recent drop in high-valuations stocks and where they go from here. And later, Jon Najarian shares some Unusual Activity he’s seeing in Rivian ahead of earnings after the bell. by Halftime Report
47 min listen
The Future of Bitcoin Futures ETFs by Trillions
41 min listen
Surveillance: Gross Says He Can't Live With the Taylor Rule: Surveillance: Gross Says He Can’t Live With the Taylor Rule by Bloomberg Surveillance
37 min listen
What the signed stimulus bill means for housing by HousingWire Daily
12 min listen
The Markets, the Middle Class, & Hopes for Stimulus; Quicken Loans Parent IPO: The markets may be nearing all-time highs, but the real economy continues to struggle amid the pandemic. Senator Bernie Sanders is calling on billionaires to help support their country in need. Stimulus negotiations press on in Washington, and Operation Hope Chairman & CEO John Hope Bryant debates “Shark Tank” co-host Kevin O’Leary on what’s fair, what’s needed, and what’s at stake in the next round of pandemic relief. Plus, Rocket Companies, the parent of Quicken Loans, IPOs on the NYSE today. CEO Jay Farner and founder, chairman, billionaire, and philanthropist Dan Gilbert share what’s next for the now-public company, and for the mortgage lending landscape. by Squawk Pod
38 min listen
Rate Cuts and the Rally 4/5/24: Scott Wapner and the Investment Committee debate the state of the rally with stocks maneuvering through an unsettled week. They discuss how to invest right now with rates and earnings in focus. Plus, we’ve got some calls of the day on Uber, United Health, Netflix and more. And later, The desk talks about their 2nd quarter winners and losers, one week in. Investment Committee Disclosures by Halftime Report
43 min listen
Episode 23: Lightning eMotors CEO Tim Reeser Interview by Pennies: Going in Raw
78 min listen
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309): Mario Giannini and John Toomey lead two of the largest private equity fund investors in the world. Mario is the CEO of Hamilton Lane, which manages over $100 billion and supervises another $700 billion in non-discretionary assets, and John is half of... by Capital Allocators – Inside the Institutional Investment Industry
72 min listen
The Road Ahead for Your Money 11/4/22: Scott Wapner and the Investment Committee debate the true state of stocks and the road ahead for your money. Plus, an earnings round up on some fintech stocks, the Committee weigh in on these names. And later, we look ahead to key earnings next week. by Halftime Report
45 min listen
How does a new stimulus check impact housing? by HousingWire Daily
17 min listen
Navigating the Volatility 6/14/22: The Fed kicks off a two-day meeting on rates. Scott Wapner and the Investment Committee debate what a bigger rate hike would mean for stocks and how investors should position from here. Also, how to play the crash in cryptos. And, is one of the hottest trades of the year losing steam? by Halftime Report
45 min listen
Mixed Signals in the Market 11/8/22: Rally and Risk, Scott Wapner and the Investment Committee debate what the market’s mixed signals and what investors do with their money from here. Plus, Industrials among the top performers in the past month and one committee members has a new buy in the space. Also, Disney earnings on deck. The committee gets you ready. And later, the list of stocks making stealthy double-digit moves higher. by Halftime Report
45 min listen
Hyliion CEO Thomas Healy on going public: On today’s episode, Dooner and The Dude are talking to Hyliion CEO Thomas Healy about his company officially hitting the stock exchange, we look in to carrier finances, enter the world of trucking game streamers, and find out how one donkey has captured the hearts and minds of trucking twitter. Plus, Bad News / Good News concerning Nikola and Uber Freight. They’re joined by special guests Thomas Healy, CEO, Hyliion; Scott Burglechner, SVP Product Management, U.S. Bank; Attack Dog Gaming; Randy Hudson, The Freight Broker Coach; Nate and Earl. by WHAT THE TRUCK?!?
60 min listen
Making Sense of the Market Moves 10/11/23: Scott Wapner and the investment committee debate the murky road ahead for your money as a key read on inflation comes in hotter than expected. Hightower’s Stephanie Link details her latest portfolio moves. Plus, the panel debates the trades on banks, medical devices and the transports. Investment Committee Disclosures by Halftime Report
46 min listen
Bear Rally or Bottoming? 6/27/22: Stocks coming of their first weekly gain in a month. Frank Holland and the Investment Committee debate if this is a bear trap or the beginning of a bottoming process. Plus, the big Banks getting ready to unveil their dividend and buyback plans. How to play the financials from here. Plus, One of the committee members making a move in Nike ahead of earnings after the bell. And, later, Jon Najarian reveals 3 trades in Unusual Activity. by Halftime Report
45 min listen
Reporters discuss bombshell story on Better.com CEO Vishal Garg by HousingWire Daily
21 min listen
MONEY REIMAGINED: A ‘Best of’ 2021 Holiday Special - Haiti’s Transition Into Modern Finance by CoinDesk Reports
57 min listen
The Bull Run in Stocks 7/18/23: Scott Wapner & the Investment Committee discuss the Dow's 7-day win streak and where your money is likely to go from here. The panel reveals their latest portfolio moves. The Chart of the Day is Morgan Stanley, shares surging post-earnings. We hit a few Calls of the Day on American Express, Uber and UnitedHealth. Plus, your setup on Netflix ahead of earnings. And Inter Miami CF Managing Owner Jorge Mas joins us to talk Lionel Messi's U.S. debut and more. by Halftime Report
44 min listen
Genesis and Gemini Reach Agreement: Plus, we discuss how to make DeFi user experience better with the Radix CEO. by Raoul Pal: The Journey Man
62 min listen
The Amazing, Resilient Stock Market 5/10/24: Scott Wapner and the Investment committee discuss the record-setting stock market getting close to another major milestone. Plus, some Committee stocks are enjoying win streaks, we discuss what to do with them from here. And later, a Call of the Day on Target, the Committee discuss retail and the consumer. Investment Committee Disclosures by Halftime Report
43 min listen
The Feds are Creating a Liquidity Tsunami: with Richard Duncan by Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business
40 min listen
Stocks React to the Jobs and Inflation Data 12/8/23: Scott Wapner and the Investment Committee kick off today’s debate by digging into the market’s reaction to jobs and inflation data ahead of the next Fed meeting. Jenny Harrington and Steve Weiss have the bull/bear debate on retail, Joe sells half of his shares in JPMorgan, Uber and Broadcom, and Jim Lebenthal discusses Paramount’s pop on the back of a potential takeover. Investment Committee Disclosures by Halftime Report
46 min listen
Jamie Dimon Exclusive Interview 2/26/24: Scott Wapner and the Investment committee are joined by CNBC’s Leslie Picker and JPM CEO Jamie Dimon to discuss the market, real estate, lending and more. Plus, stocks are on track for their fourth positive month in a row, can the market keep climbing higher? The Committee weigh in. Plus we cover the latest moves in the Committee’s portfolio. Investment Committee Disclosures by Halftime Report
48 min listen
The Critical Week for your Money 12/11/23: Scott Wapner and the Investment Committee debate this huge week for your money with critical inflation data, the Fed decision, and fresh reports on the consumer all coming out. Plus, we’ve got Calls of the Day on Nike and Occidental. And later, Heisman Trophy winner turned money manager Eddie George joins us to discuss his financial advice for young athletes. Investment Committee Disclosures by Halftime Report
45 min listen
Dumping Dollars: This is Just the Beginning - John Rubino #5662: Summary: China and Japan are dumping dollars, and many countries that borrowed in dollars have had their expectations of US currency being cheaper turned upside down. I sit down and chat with John Rubino to discuss this phenomenon, and he contends... by Financial Survival Network
32 min listen

Discover this podcast and so much more

Inflation, The Fed, and Your Money 12/12/23

Inflation, The Fed, and Your Money 12/12/23

Description

Titles in the series (100)

More Episodes from Halftime Report

Related podcast episodes