
Scott Wapner and the Investment Committee debate their next portfolio moves as stocks touch record highs. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Pepsi.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.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Nasdaq and Yields in Focus: The Investment Committee's Strategy 10/5/26

Trading Stocks as Yields Rise: The Investment Committee's Portfolio Strategy 10/2/26

The Investment Committee's Q4 Strategy 10/1/26

The Setup into Q4 9/30/26
Free AI-powered recaps of Halftime Report and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.