Episode

The September Setup: The Investment Committe's Strategy 9/1/26

Podcast
Halftime Report
Published
Sep 1, 2026
Duration seconds
2843
Processing state
not_requested
Canonical source
https://www.cnbc.com
Audio
https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/aa7d262f-6b43-4196-924e-82a41575771f/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=aa7d262f-6b43-4196-924e-82a41575771f&feed=qltQrd_8
JSON
/v1/public/podcasts/halftime-report-40380/episodes/the-september-setup-the-investment-committe-s-strategy-9-1-26
Markdown
/podcast/halftime-report-40380/the-september-setup-the-investment-committe-s-strategy-9-1-26.md

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Summary

Scott Wapner and the Investment Committee explain how they are setting up their portfolios as we head into September. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Amphenol and Dell in his "Best Stocks in the Market." Investment Committee Disclosures