# The Record-Setting Rally's Next Move 5/11/26 Page: https://stenobird.com/podcast/halftime-report-40380/the-record-setting-rally-s-next-move-5-11-26 Text version: https://stenobird.com/podcast/halftime-report-40380/the-record-setting-rally-s-next-move-5-11-26.md Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380) Published: 2026-05-11T17:15:19+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/b901a230-78d4-457e-9c61-1ccffbc80839/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=b901a230-78d4-457e-9c61-1ccffbc80839&feed=qltQrd_8 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/the-record-setting-rally-s-next-move-5-11-26 Duration seconds: 2626 ## Resource Leslie Picker and the Investment Committee debate where the market is headed after hitting record highs. Plus, the desk share their latest portfolio moves. And later, we hit the latest Call of the Day on Diamondback Energy. Investment Committee Disclosures ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/the-record-setting-rally-s-next-move-5-11-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/halftime-report-40380/the-record-setting-rally-s-next-move-5-11-26.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.