The Market Setup for the 2nd Half of the Year 6/29/26
The Market Setup for the 2nd Half of the Year 6/29/26  
Podcast: Halftime Report
Published On: Mon Jun 29 2026
Description: Frank Holland and the Investment Committee debate the end of the quarter and discuss their trading strategy heading into the second half of the year. Plus, the Investment Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day.  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.