About this episode
Brian Sullivan and the investment committee debate whether the cyclical trade is about to break out and if investors should increase their exposure. Plus, a bullish call on one stock that’s up 170% this year
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Get every episode summarized
Each time Halftime Report publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Halftime Report
Protecting Your Portfolio Against Rising Oil Prices and Yields 9/10/26
Halftime Report
Sep 10, 202644:10completed
Navigating the Risk of a Market Correction: The Investment Committee Weighs in 9...
Halftime Report
Sep 9, 202643:10completed
Trading Ahead of the Apple iPhone Event & the CPI Report 9/8/26
Halftime Report
Sep 8, 202643:25failed
The Return of the "Magnificent Seven:" The Investment Committee's Strategy 9/4/2...
Halftime Report
Sep 4, 202643:26completed