Leslie Picker and the Investment Committee debate how they are positioning their portfolios ahead of mega-cap earnings. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights insurance names in his &quot;Best Stocks in the Market.&quot;<br><br>Investment Committee Disclosures<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Positioning your Portfolio into Mega-Cap Earnings 7/21/26

Halftime Report

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[SPEAKER_E] Thank you, Carl, and welcome to the Halftime Report, everybody. I'm Leslie Picker in for Scott Wapner today. The Investment Committee making some key trades as stocks bounce following a 3-day slide. Joining me now for the hour to break down the moves, Joe Terranova Jason Snipes, Stephanie Link, and Josh Brown. Let's get a quick check on the market. The 3 major indexes near session highs right now.

Positioning your Portfolio into Mega-Cap Earnings 7/21/26

Read the full transcript

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

Positioning your Portfolio into Mega-Cap Earnings 7/21/26

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.