Melissa Lee and the Investment Committee reveal their Q4 strategy and how they are positioning their portfolio into year-end. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights West Pharmaceutical Services 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.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from Halftime Report
Nasdaq and Yields in Focus: The Investment Committee's Strategy 10/5/26
Trading Stocks as Yields Rise: The Investment Committee's Portfolio Strategy 10/2/26
The Setup into Q4 9/30/26
Sam Altman Live at OpenAI Dev Day 9/29/26
Get summaries like this every morning.
Free AI-powered recaps of Halftime Report and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.