Halftime Report

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

Dienstag, 21. Juli 2026 · 44 min

MP3

Shownotes

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 (cnb.cx/3HSe4EV)

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