Frank Holland and the Investment Committee debate the Post-Powell Playbook following Jerome Powell’s highly anticipated speech in Jackson Hole. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day on Roblox, Snowflake and more. Investment Committee Disclosures
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44:32
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44:32
Pause or Pullback? 8/21/25
Frank Holland and the Investment Committee debate whether we’re in a pause or pullback as stocks try to avoid a fifth straight day of losses. Plus, the committee share their latest portfolio moves. And later, Josh Brown adds Illinois Tool to his “Best Stocks in the Market,” he explains why. Investment Committee Disclosures
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43:24
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43:24
Tech Pullback Stirs Market Fears 8/20/25
Frank Holland and the Investment Committee debate the tech pullback and what it could mean for a bigger pullback on the horizon. Plus, the desk shares their latest portfolio moves. And later, the XRT hitting a 52-week high, the committee debate how to trade the retail sector. Investment Committee Disclosures
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44:24
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44:24
A Bubble in Tech? 8/19/25
Scott Wapner and the Investment Committee whether there’s a bubble in tech after Sam Altman’s warning and now options traders bracing for a potential downturn. Plus, we hit the latest Calls of the Day. And later, Josh Brown reveals another stock that has made his ‘Best Stocks in the Market.’ Investment Committee Disclosures
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47:56
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47:56
Stocks Face a Critical Week 8/18/25
Scott Wapner and the Investment Committee discuss the critical week for stocks as central bankers gather in Jackson Hole for their annual get-together. Plus a historic meeting at the White House today as European leaders and President Zelensky meet President Trump to discuss the Russia-Ukraine War. And later, the desk debate the latest Calls of the Day. Investment Committee Disclosures
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.
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