Inflation Risks to the Rally: How to Protect your Portfolio 9/18/26

18 Sep 2026 · 44 min

Episode Inflation Risks to the Rally: How to Protect your Portfolio 9/18/26

0:00 43:46

Leslie Picker and the Investment Committee debate how to navigate the inflation risks to the rally. Plus, the desk share their latest portfolio moves. And later, CNBC's Sharon Epperson joins us to discuss whether AI has taken over your 401(k).

Investment Committee Disclosures

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