Skip to content
Sign in
Artwork for Halftime Report
Halftime Report · July 21 · 44 min

Positioning your Portfolio into Mega-Cap Earnings 7/21/26

Leslie Picker and the Investment Committee debate how they are positioning their portfolios ahead of mega-cap earnings. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights insurance names in his "Best Stocks in the Market." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

0:00-44:03
Play in

transcript

No transcript — this publisher did not publish one.

show notes

Leslie Picker and the Investment Committee debate how they are positioning their portfolios ahead of mega-cap earnings. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights insurance names in his "Best Stocks in the Market."

Investment Committee Disclosures


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

links2

more episodes

All episodes