
About this episode
As the Dow continues to rise higher while the NASDAQ struggles to keep up, Scott Wapner and the Investment Committee debate if it’s time to start betting against big tech as one of our Committee Members has already done. Plus, we’re joined by JP Morgan’s Dubravko Lakos to discuss the powerful setup in the consumer trade as we head towards a global reopening. And the Investment Committee highlights some of their biggest moves to start the week. Hosted by Simplecast, an AdsWizz company. See https://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