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Positioning your Portfolio into Mega-Cap Earnings 7/21/26 episode artwork

EPISODE · Jul 21, 2026 · 44 MIN

Positioning your Portfolio into Mega-Cap Earnings 7/21/26

from Halftime Report · host CNBC

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode metadata supplied by the publisher feed · Published Jul 21, 2026

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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

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Positioning your Portfolio into Mega-Cap Earnings 7/21/26

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This episode is 44 minutes long.

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This episode was published on July 21, 2026.

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