The Second Half Setup for Stocks 7/1/26

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

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This episode was published on July 1, 2026.

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