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
Yesterday
Halftime Report Live at the CAIS Summit 10/13/26
Scott Wapner and the Investment Committee debates whether the best returns in the market are behind us. Plus, we are live today in Beverly Hills at the CAIS summit to discuss the alternative investment landscape. Glenn August, Oak Hill Advisors Founder & CEO, joins us to discuss ... Show More
46m 38s
Aug 2023
More Rate Hikes? Apple of My AI, Billionaire Battle 8/7/23
<p>Carl Quintanilla, Jim Cramer and David Faber started the hour by breaking down the broader markets, with the S&P and Nasdaq both coming off their worst weeks since March. Investors also worked with new Fed commentary, as Governor Michelle Bowman said more rate hikes will likel ... Show More
43m 33s
May 2025
Equity risks and alts opportunities
US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in ... Show More
19m 11s
Mar 2025
Stocks Wrap Up Volatile Week… And Dissecting The Tech Wreck 3/7/25
<p>Stocks bouncing back Friday after a very volatile week. The S&P posting its worst week since September as a weak jobs report, Fed comments, and more tariff headlines rock markets. So will the volatility continue? And A take on Tech, as Meta erases nearly all of its record rall ... Show More
43m 45s