We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Does the Rally have Legs? 5/16/25

Does the Rally have Legs? 5/16/25

2025/5/16
logo of podcast Halftime Report

Halftime Report
AI Chapters Transcript
Chapters
The Investment Committee discusses the recent stock market rally and whether it's sustainable, considering factors such as breadth thrust, institutional investor positioning, and valuation concerns. They analyze the market's momentum and potential risks.
  • Russell 2000's six-week win streak
  • Institutional investors remain underweight
  • Valuation concerns remain

Shownotes Transcript

Scott Wapner and the Investment Committee debate whether the rally has legs as stocks continue to rebound. Plus, multiple moves from the Investment Committee – they share the details of their latest trades. And later, UnitedHealth having a tough week, the desk debates how to trade the name from here.  

Investment Committee Disclosures)