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cover of episode State of Stocks 8/15/23

State of Stocks 8/15/23

2023/8/15
logo of podcast Halftime Report

Halftime Report

Shownotes Transcript

Scott Wapner and the Investment Committee discuss the road ahead as disappointing China data and a rise in yields dampens sentiment. The Chart of the Day is Nvidia. The panel debates how to play the banks after a Fitch warning. We review Berkshire’s bet on three homebuilders. And our the Call of the Day is a downgrade of several oil refiners by Bank of America.

Investment Committee Disclosures)