Starcast Join the waitlist
Halftime Report

Halftime Report

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

Oct 2, 2026 · 44m

Coming soon to iPhone. Already have it? “Listen in Starcast” takes you straight there.

On this episode

About this episode

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