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

Oct 16, 2026 · 43m

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On this episode

About this episode

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