47 min listen
Dow tops 40k 05/16/24
FromHalftime Report
ratings:
Length:
43 minutes
Released:
May 16, 2024
Format:
Podcast episode
Description
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
Released:
May 16, 2024
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