The Set-Up for Stocks 10/21/25

Halftime Report
21/10/2025 44 min
The Set-Up for Stocks 10/21/25

Listen "The Set-Up for Stocks 10/21/25"

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Episode Synopsis

Scott Wapner and the Investment Committee debate the set-up for stocks as they continue rising higher today. Plus, the desk share some of their latest portfolio moves, including Jim Lebenthal buying more Cleveland-Cliffs. And later, we discuss whether the private credit shock waves are fading 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.
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