Podcast:Halftime Report Published On: Mon Oct 02 2023 Description: Scott Wapner and the investment committee discuss how to position your portfolio as the fourth quarter kicks off. The call of the day is an upgrade of U.S. Steel to overweight by Morgan Stanley. And the panel talks utilities as those stocks are under pressure today. 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.