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

Page: https://stenobird.com/podcast/halftime-report-40380/positioning-your-portfolio-into-mega-cap-earnings-7-21-26
Text version: https://stenobird.com/podcast/halftime-report-40380/positioning-your-portfolio-into-mega-cap-earnings-7-21-26.md
Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380)
Published: 2026-07-21T17:35:52+00:00
Episode link: https://www.cnbc.com
Audio file: 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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JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/positioning-your-portfolio-into-mega-cap-earnings-7-21-26
Duration seconds: 2643

## Resource

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

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## Transcript

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