
About this episode
Scott Wapner and the Investment Committee debate the Dow topping 40,000 and the high-flying stocks that got us there. Plus, the Committee detail their latest portfolio moves. And later, Berkshire reveals their Chubb position, the desk discuss the insurance names.
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.
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

Trading Ahead of the Apple iPhone Event & the CPI Report 9/8/26
Halftime Report

The Return of the "Magnificent Seven:" The Investment Committee's Strategy 9/4/2...
Halftime Report

Snowflake Surges on Q2 Earnings: The Investment Committee's Software Strategy 9/...
Halftime Report

Time to Be Cautious on Stocks? 9/2/26
Halftime Report