What podcasts say about Morgan Brennan

Every statement, with the speaker, the exact quote and the moment it was said.

What Morgan Brennan has said on podcasts

5 statements · 4 positive · 1 mixed

on U.S. stock marketMixedOct 14, 2026· Halftime Report
Markets may struggle through midterms but could rally late in the year.
“I think through midterms we're still struggling. Towards the end of the year I think there's a big possibility. if not probability for a relief rally.”
Listen at 7:42
Open the episode · Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26
on Semiconductor companiesPositiveOct 14, 2026· Halftime Report
Semiconductor fundamentals have not yet materially deteriorated.
“there haven't been fundamental deterioration factors that have come in yet.”
Listen at 20:49
Open the episode · Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26
on Semiconductor complexPositiveOct 14, 2026· Halftime Report
Current evidence does not justify a strongly bearish semiconductor view.
“it's difficult to get really all that bearish on the semiconductor complex.”
Listen at 21:36
Open the episode · Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26
on GoldPositiveOct 14, 2026· Halftime Report
Central-bank demand will support a gold rebound before year-end.
“central banks will continue to have demand for gold. And we're going to see gold perk up again before year end.”
Listen at 36:20
Open the episode · Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26
on Aerospace and defense stocksPositiveOct 14, 2026· Halftime Report
Aerospace and defense stocks retain upside because the war continues.
“the war isn't over, so it has opportunity.”
Listen at 41:54
Open the episode · Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.