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

2 Oct 2026 · 44 min

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

0:00 44:22

Frank Holland and the Investment Committee reveal their portfolio strategy as yields continue to rise. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Bitcoin.

Investment Committee Disclosures

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