{"podcast":{"title":"Halftime Report","slug":"halftime-report-40380","podcast_index_feed_id":40380,"rss_url":"https://feeds.simplecast.com/qltQrd_8","website_url":"https://www.cnbc.com","image_url":"https://image.simplecastcdn.com/images/92728f12-3d53-46b8-9a33-60e9b83ad72d/b10a8a0c-90b8-48af-9b2d-243b9f285f8a/3000x3000/halftime-report-podcast-cover-art-3000x3000-v04.jpg?aid=rss_feed","author":"CNBC","episode_count":1499,"summary":"Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.","last_synced_at":"2026-07-23T08:17:52.842845+00:00","page_url":"https://stenobird.com/podcast/halftime-report-40380"},"episode":{"title":"Positioning your Portfolio into Mega-Cap Earnings 7/21/26","slug":"positioning-your-portfolio-into-mega-cap-earnings-7-21-26","published_at":"2026-07-21T17:35:52+00:00","page_url":"https://stenobird.com/podcast/halftime-report-40380/positioning-your-portfolio-into-mega-cap-earnings-7-21-26","show_page_url":"https://stenobird.com/podcast/halftime-report-40380","url":"https://www.cnbc.com","audio_url":"https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/a51b6522-797a-478a-b2a8-517615d19f8d/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=a51b6522-797a-478a-b2a8-517615d19f8d&feed=qltQrd_8","summary":"Leslie Picker and the Investment Committee debate how they are positioning their portfolios ahead of mega-cap earnings. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights insurance names in his \"Best Stocks in the Market.\" Investment Committee Disclosures","meta_description":"Leslie Picker and the Investment Committee debate how they are positioning their portfolios ahead of mega-cap earnings. Plus, the desk share their latest…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2643,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/positioning-your-portfolio-into-mega-cap-earnings-7-21-26/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/halftime-report-40380/positioning-your-portfolio-into-mega-cap-earnings-7-21-26.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}