Skip to content
TrackPodcasts
businessJul 17, 202544:11pending

Positioning Plays at All-Time Highs 7/17/25

Halftime Report

About this episode

Frank Holland and the Investment Committee debate whether its time to trim exposure in some of the high-flying stocks like Nvidia.  Plus, the desk share their latest portfolio moves. And later, Josh Brown highlights another name 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.

Get every episode summarized

Each time Halftime Report publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

Positioning Plays at All-Time Highs 7/17/25

Halftime Report

0:00
44:11

More episodes

More from Halftime Report

View all episodes →