Podcast:Halftime Report Published On: Fri Aug 01 2025 Description: Mike Santoli and the Investment Committee debate the market pullback as new trade tensions and a weak jobs report push stocks lower. Plus, the desk share their latest portfolio moves. And later, we take a look at the Committee’s winners and losers for July.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.