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

Halftime Report by CNBC

Jul 21, 202600:44:03Business

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...

About This Episode

Positioning your Portfolio into Mega-Cap Earnings 7/21/26 is an episode from Halftime Report by CNBC. Leslie Picker and the Investment Committee debate how they are positioning their portfolios ahead of mega-cap earnings. Plus, the desk sha...

Podcast

This episode belongs to Halftime Report.

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Episode Details

Published Jul 21, 2026, 00:44:03 long, audio available.