Episode

The Second Half Setup for Stocks 7/1/26

Podcast: Halftime Report
Published: Jul 1, 2026
Duration seconds: 2636
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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/5f21a7b5-1a7f-4206-8d28-02ba935fc448/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=5f21a7b5-1a7f-4206-8d28-02ba935fc448&feed=qltQrd_8
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Markdown: /podcast/halftime-report-40380/the-second-half-setup-for-stocks-7-1-26.md

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Summary

Scott Wapner and the Investment Committee debate how they're setting up their portfolios for the second half of the trading year. Plus, we hit the latest Calls of the Day. And later, we've got an Options Action triple play on Crypto, China tech and Meta. Investment Committee Disclosures