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cover of episode The Fate of the Rally 4/3/24

The Fate of the Rally 4/3/24

2024/4/3
logo of podcast Halftime Report

Halftime Report

Shownotes Transcript

Scott Wapner and the Investment Committee are live today from the Sohn Conference in New York City. Steve Liesman joins us with the latest from Jerome Powell’s comments at Stanford University. Plus, we’re covering some Committee stocks on the move, the desk debats what to do with Intel, Taiwan Semi, and Booking Holdings. And later, Michelle Ross, StemPoint Capital CIO and Managing Partner, joins us to discuss her latest under-the-radar biotech pick. 

Investment Committee Disclosures)