
About this episode
Scott Wapner and the Investment Committee discuss their rate cut playbook ahead of next week’s Fed meeting. Plus, the Committee making some major portfolio moves, they reveal the latest. And later, Netflix down almost 5% this week, the desk debate their streaming strategy as a Paramount & Warner Bros. partnership takes shape.
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

Navigating the Potential for a Rate Hike: The Investment Committee's Strategy 9/...
Halftime Report

Protecting Your Portfolio Against Rising Oil Prices and Yields 9/10/26
Halftime Report

Navigating the Risk of a Market Correction: The Investment Committee Weighs in 9...
Halftime Report

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