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Episodes (1024)

  • Oct 06, 2026 — 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....

    Stocks Hit Record Highs: Your Next Move 10/6/26
  • Oct 05, 2026 — Scott Wapner and the Investment Committee debate their portfolio strategy as the Nasdaq and Yields take center stage in the market. Plus, Josh Brown joins us to break down his 2026 Winners and Losers. And later, CNBC’s Oliver Renick joins the desk to...

    Nasdaq and Yields in Focus: The Investment Committee's Strategy 10/5/26
  • Oct 02, 2026 — 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....

    Trading Stocks as Yields Rise: The Investment Committee's Portfolio Strategy 10/2/26
  • Oct 01, 2026 — Melissa Lee and the Investment Committee reveal their Q4 strategy and how they are positioning their portfolio into year-end. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights West Pharmaceutical Services in his "Best...

    The Investment Committee's Q4 Strategy 10/1/26
  • Sep 30, 2026 — Jon Fortt and the Investment Committee debate how they're setting up their portfolios as we head into the fourth quarter. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action...

    The Setup into Q4 9/30/26
  • Sep 29, 2026 — Scott Wapner and the Investment Committee are joined by CNBC’s Kate Rooney with OpenAI CEO Sam Altman ahead of the company's DevDay 2026 to discuss all things AI. Plus, the desk debate the latest Call of the Day on Netflix. Investment Committee...

    Sam Altman Live at OpenAI Dev Day 9/29/26
  • Sep 28, 2026 — Scott Wapner and the Investment Committee debate whether rising rates and higher oil makes them more cautious with their portfolio. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest...

    Will Rates & Oil Derail Stocks? The Investment Committee Shares Their Strategy 9/28/26
  • Sep 25, 2026 — Frank Holland and the Investment Committee discuss the run in rates and what it means for your money. Kevin Simpson details his portfolio moves. Mike Santoli reacts to the market's volatile week. Oliver Renick reports Options Action from Cboe Global...

    The Run in Rates 9/25/26
  • Sep 24, 2026 — Scott Wapner and the Investment Committee react to Chinese President Xi's first U.S. state visit in eleven years. Halftime exclusive guest Altimeter Capital's Brad Gerstner joins from the White house to discuss all things AI. Stephanie Link details her...

    Historic U.S.-China Summit: AI & Trade in Focus 9/24/26
  • Sep 23, 2026 — Scott Wapner and the Investment Committee debate how to trade the rise in oil and yields. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the bond market.

    Playing the Rise in Oil and Yields: Your Next Move 9/23/26
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