Halftime Report

Episod

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  The Run in Rates 9/25/26 25.09.2026 44min

  Frank Holland and the Investment Committee discuss the run in rates and what it means for your money. Kevin Simpson details his portfolio moves. Mike Santoli reacts to the market's volatile week. Oliver Renick reports Options Action from Cboe Global Markets. Investment Committee Disclosures 
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  Historic U.S.-China Summit: AI & Trade in Focus 9/24/26 24.09.2026 49min

  Scott Wapner and the Investment Committee react to Chinese President Xi's first U.S. state visit in eleven years. Halftime exclusive guest Altimeter Capital's Brad Gerstner joins from the White house to discuss all things AI. Stephanie Link details her latest trade. Josh Brown talks his Best Stocks in the Market.
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  Playing the Rise in Oil and Yields: Your Next Move 9/23/26 23.09.2026 43min

  Scott Wapner and the Investment Committee debate how to trade the rise in oil and yields. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the bond market.
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  The Nasdaq Surge: The Investment Committee's Strategy 9/22/26 22.09.2026 43min

  Leslie Picker and the Investment Committee debate how to trade the surge in the Nasdaq. Plus, Josh Brown spotlights cybersecurity names in his "Best Stocks in the Market." And later, we hit the latest Calls of the Day. Investment Committee Disclosures 
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  Stocks Rise as Oil and Yields Ease: Your Next Move 9/21/26 21.09.2026 44min

  Leslie Picker and the Investment Committee debate their strategy as oil and yields fall pushing stocks higher. Plus, the CEO of Eli Lilly joins us with his company's GLP-1 Strategy. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the crypto space. Investment Committee Disclosures 
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  Inflation Risks to the Rally: How to Protect your Portfolio 9/18/26 18.09.2026 43min

  Leslie Picker and the Investment Committee debate how to navigate the inflation risks to the rally.  Plus, the desk share their latest portfolio moves. And later, CNBC's Sharon Epperson joins us to discuss whether AI has taken over your 401(k). Investment Committee Disclosures 
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  Trading the Rate Hike Rebound: The Investment Committee's Strategy 9/17/26 17.09.2026 43min

  Mike Santoli and the Investment Committee debate how to trade the rebound in the market after the Fed hiked interest rates by 25 basis points yesterday. Plus, CNBC’s Leslie Picker joins us with Bruce Flatt, Brookfield CEO, to discuss rates, the AI boom and his firm's strategy. And later, we hit the latest Calls of the Day. Investment Committee Disclosures 
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  Debate: Is a Hike Coming? 9/16/26 16.09.2026 44min

  Scott Wapner and the Investment Committee debate whether the Fed will hike rates today and what it would mean for the markets. CNBC’s Steve Liesman joins us to discuss the latest news out of Washington. Plus, legendary sports broadcaster Al Michaels joins us ahead of the Bills vs Lions game tomorrow to discuss the game, the NFL, the markets and more. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Options flows in the energy markets. Investment Committee Disclosures 
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  Live From Future Proof: AI's Regulatory Divide 9/15/26 15.09.2026 42min

  Scott Wapner and the Investment Committee debate what the growing chorus of AI safety fears means for the sector and the broader market. CNBC’s Kate Rooney joins us to discuss the latest news on AI's regulatory divide. Plus, Rick Rieder, Blackrock's Global Fixed Income CIO, joins us to discuss the Fed, rate hikes, the markets and more. And later, the desk detail their latest portfolio moves. Investment Committee Disclosures
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  AI Safety Concerns Pushe Tech Stocks and the Market Lower: Your Next Move 9/14/26 14.09.2026 44min

  Mike Santoli and the Investment Committee debate what the AI safety concerns mean for the market and how you should trade it. CNBC’s Kate Rooney joins us with more on what's driving AI fears. Plus, the desk reveals what they're expecting out of the Fed Rate Decision on Wednesday and what it will mean for the market and your money. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on the volatility index. Investment Committee Disclosures 
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  Navigating the Potential for a Rate Hike: The Investment Committee's Strategy 9/11/26 11.09.2026 45min

  Scott Wapner and the Investment Committee debate what a rate hike would mean for the rally and how you should trade it. Plus, Brad Gerstner, Founder and CEO of Altimeter Capital, joins us to discuss the backlash against AI and what it means for the future of the AI sector. And later, the desk share their latest portfolio moves.
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  Protecting Your Portfolio Against Rising Oil Prices and Yields 9/10/26 10.09.2026 44min

  Scott Wapner and the Investment Committee debate whether rising oil prices and yields pose a risk for the market and how you should navigate it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Restaurant Brands in his "Best Stocks in the Market." Investment Committee Disclosures 
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  Navigating the Risk of a Market Correction: The Investment Committee Weighs in 9/9/26 09.09.2026 43min

  Scott Wapner and the Investment Committee debates whether the risk of a correction is rising in the markets and how you should trade it. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Apple.
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  Trading Ahead of the Apple iPhone Event & the CPI Report 9/8/26 08.09.2026 43min

  Scott Wapner and the Investment Committee debates whether it's time to get bullish ahead of the big Apple iPhone event and CPI report this week. Plus, we hit the latest Calls of the Day. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the Energy Sector.
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  The Return of the "Magnificent Seven:" The Investment Committee's Strategy 9/4/26 04.09.2026 43min

  Scott Wapner and the Investment Committee debates the return of the Mag 7 and share their top strategies with those names. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on SpaceX. 
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  Snowflake Surges on Q2 Earnings: The Investment Committee's Software Strategy 9/3/26 03.09.2026 42min

  Scott Wapner and the Investment Committee debate the investability of software stocks after Snowflake surges on a blowout Q2 earnings report. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Deere in his "Best Stocks in the Market."
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  Time to Be Cautious on Stocks? 9/2/26 02.09.2026 44min

  Scott Wapner and the Investment Committee discuss the outlook for stocks as bond yields ease. The experts weigh in on the data center debate. Calls of the Day are on Vertex, Eli Lilly, and Wynn Resorts. Oliver Renick reports on Options Action. Jim Lebenthal details his latest portfolio move. Investment Committee Disclosures 
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  The September Setup: The Investment Committe's Strategy 9/1/26 01.09.2026 47min

  Scott Wapner and the Investment Committee explain how they are setting up their portfolios as we head into September. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Amphenol and Dell in his "Best Stocks in the Market." Investment Committee Disclosures 
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  Markets after Nvidia and Warsh: Your Next Move 8/31/26 31.08.2026 47min

  Scott Wapner and the Investment Committee debate the next move in your portfolio following Nvidia earnings and Fed Chair Kevin Warsh's comments last week.  Plus, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Tesla. Bryn bought some more, she explains. And later, the desk discuss four big mergers announced today. Investment Committee Disclosures
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  Fed Chair Kevin Warsh Puts the Rally to the Test: The Investment Committee Weighs in 8/28/26 28.08.2026 44min

  Scott Wapner and the Investment Committee debate Fed Chairman Kevin Warsh's latest speech in Jackson Hole and what it means for the market and your money. Plus, the desk shares their latest portfolio moves. And later, CNBC's Steve Liesman sits down with Chicago Fed President Austan Goolsbee to discuss Kevin Warsh's speech, monetary policy and more.  Investment Committee Disclosures