# The Market Setup for the 2nd Half of the Year 6/29/26

Page: https://stenobird.com/podcast/halftime-report-40380/the-market-setup-for-the-2nd-half-of-the-year-6-29-26
Text version: https://stenobird.com/podcast/halftime-report-40380/the-market-setup-for-the-2nd-half-of-the-year-6-29-26.md
Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380)
Published: 2026-06-29T17:15:20+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/885cf20f-4cf8-460a-9884-a892795ea1e3/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=885cf20f-4cf8-460a-9884-a892795ea1e3&feed=qltQrd_8
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JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/the-market-setup-for-the-2nd-half-of-the-year-6-29-26
Duration seconds: 2591

## Resource

Frank Holland and the Investment Committee debate the end of the quarter and discuss their trading strategy heading into the second half of the year. Plus, the Investment Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures

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## Transcript

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