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

An episode of [Halftime Report](https://invisiblenetwork.ai/podcast/1524487980), 2 Oct 2026, 44 min.

Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/7ae99db1-5c5a-46f9-9b20-a58dcd3c83c0/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=7ae99db1-5c5a-46f9-9b20-a58dcd3c83c0&feed=qltQrd_8

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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