Debate: Is a Hike Coming? 9/16/26

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1. 

   21 Sep 2026 · 44 min

   Stocks Rise as Oil and Yields Ease: Your Next Move 9/21/26

   Leslie Picker and the Investment Committee debate their strategy as oil and yields fall pushing stocks higher. Plus, the CEO of Eli Lilly joins us with his company's GLP-1 Strategy. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the crypto space. Investment Committee Disclosures

2. 

   18 Sep 2026 · 44 min

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

   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

3. 

   17 Sep 2026 · 44 min

   Trading the Rate Hike Rebound: The Investment Committee's Strategy 9/17/26

   Mike Santoli and the Investment Committee debate how to trade the rebound in the market after the Fed hiked interest rates by 25 basis points yesterday. Plus, CNBC’s Leslie Picker joins us with Bruce Flatt, Brookfield CEO, to discuss rates, the AI boom and his firm's strategy. And later, we hit the latest Calls of the Day. Investment Committee Disclosures

4. 

   15 Sep 2026 · 43 min

   Live From Future Proof: AI's Regulatory Divide 9/15/26

   Scott Wapner and the Investment Committee debate what the growing chorus of AI safety fears means for the sector and the broader market. CNBC’s Kate Rooney joins us to discuss the latest news on AI's regulatory divide. Plus, Rick Rieder, Blackrock's Global Fixed Income CIO, joins us to discuss the Fed, rate hikes, the markets and more. And later, the desk detail their latest portfolio moves. Investment Committee Disclosures

5. 

   14 Sep 2026 · 44 min

   AI Safety Concerns Pushe Tech Stocks and the Market Lower: Your Next Move 9/14/26

   Mike Santoli and the Investment Committee debate what the AI safety concerns mean for the market and how you should trade it. CNBC’s Kate Rooney joins us with more on what's driving AI fears. Plus, the desk reveals what they're expecting out of the Fed Rate Decision on Wednesday and what it will mean for the market and your money. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on the volatility index. Investment Committee Disclosures

6. 

   11 Sep 2026 · 46 min

   Navigating the Potential for a Rate Hike: The Investment Committee's Strategy 9/11/26

   Scott Wapner and the Investment Committee debate what a rate hike would mean for the rally and how you should trade it. Plus, Brad Gerstner, Founder and CEO of Altimeter Capital, joins us to discuss the backlash against AI and what it means for the future of the AI sector. And later, the desk share their latest portfolio moves.

7. 

   9 Oct 2026 · 43 minNew

   The State of the AI Trade 10/9/26

   Scott Wapner and the Investment Committee debate the state of the AI trade and whether the rally is getting too narrow. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Micron. Investment Committee Disclosures

8. 

   8 Oct 2026 · 49 minNew

   The Rally and Rising Rate Risk 10/8/26

   Scott Wapner and the Investment Committee debate rising rate risk for the rally and share their portfolio strategies. Plus, Josh Brown spotlights Williams-Sonoma in his "Best Stocks in the Market." And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on JetBlue and Delta Air Lines.

9. 

   7 Oct 2026 · 49 minNew

   Halftime Report Celebrates 15 Years 10/7/26

   Scott Wapner and the Investment Committee celebrate 15 years together and debate where the market is headed next. Plus, the desk shares their latest Calls of the Day. And later, we look back at the last 15 years of Halftime Report, revisiting the biggest calls, the sharpest debates and the moments that defined the show. Investment Committee Disclosures

10. 

    6 Oct 2026 · 43 min

    Stocks Hit Record Highs: Your Next Move 10/6/26

    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. Investment Committee Disclosures

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