# AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26

An episode of [Halftime Report](https://invisiblenetwork.ai/podcast/1524487980), 16 Oct 2026, 43 min.

Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/4b334687-0007-45ad-b694-08282fa8f79a/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=4b334687-0007-45ad-b694-08282fa8f79a&feed=qltQrd_8

Leslie Picker and the Investment Committee debate whether the AI trade is on shaky ground. They share their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in commodities 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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