Episode

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

Podcast: Halftime Report
Published: Jul 21, 2026
Duration seconds: 2643
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Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/a51b6522-797a-478a-b2a8-517615d19f8d/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=a51b6522-797a-478a-b2a8-517615d19f8d&feed=qltQrd_8
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Markdown: /podcast/halftime-report-40380/positioning-your-portfolio-into-mega-cap-earnings-7-21-26.md

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Summary

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 "Best Stocks in the Market." Investment Committee Disclosures