Zoom Video And Peloton Are Too Pricey, Jim Lebenthal Says

On CNBC's "Fast Money Halftime Report," the investment committee discussed large-cap tech stocks, value stocks, and another potential economic lockdown.

• Jim Lebenthal: There's Room For Both Large-Cap Tech And Value To Continue To Perform Well, But Stay-At-Home Stocks Like Peloton Interactive PTON And Zoom VIdeo Communications ZM Are Too Pricey
• Degas Wright: Tech's Business Model Isn't Going Away, Valuations Shouldn't Change
• Joe Terranova: I Don't See Value Outperforming By The End Of The Year, But It Might Close The Gap Somewhat
• Stephanie Link: I Don't Think The Country's Going To Close Down 100%; Death Rates Are Moderating