# The Second Half Setup for Stocks 7/1/26

Page: https://stenobird.com/podcast/halftime-report-40380/the-second-half-setup-for-stocks-7-1-26
Text version: https://stenobird.com/podcast/halftime-report-40380/the-second-half-setup-for-stocks-7-1-26.md
Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380)
Published: 2026-07-01T17:10:13+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/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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JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/the-second-half-setup-for-stocks-7-1-26
Duration seconds: 2636

## Resource

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

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## Transcript

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