Scott Wapner and the Investment Committee debate whether you can believe in the broadening trade as stocks push higher across the board. Plus, Josh Brown spotlights Live Nation in his &quot;Best Stocks in the Market.&quot; And later, Altimeter Capital&#x27;s Brad Gerstners joins us to talk markets, Trump Accounts, and his outlook for the rest of the trading year. 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.

Believe in the Broadening Trade? 7/2/26

Halftime Report

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[SPEAKER_C] All right, Carl, thanks so much.

[SPEAKER_D] Welcome to the Halftime Report.

[SPEAKER_C] Scott Wapner, front and center this hour. The broadening trade, it is in full effect again today. So what does that mean for your money? We will discuss with the Investment Committee as always. Joining me for the hour, Josh Brown, Stephanie Link, Malcolm Etheridge, Kevin Simpson. Take You to the Markets. I'll show you what I'm talking about. Dow and equal weight new record highs today. In fact, it's a pretty good session for everything but tech and comms services. Discretionary is modestly negative. But I thought we would start, Josh, with what I feel is the market's role reversal, if you want to call it that. The top 3 performing sectors in April and May were in the bottom 4 in June. So the market sort of turned itself on its head.

Believe in the Broadening Trade? 7/2/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Believe in the Broadening Trade? 7/2/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.