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

Page: https://stenobird.com/podcast/halftime-report-40380/navigating-the-potential-for-a-rate-hike-the-investment-committee-s-strategy-9-11-26
Text version: https://stenobird.com/podcast/halftime-report-40380/navigating-the-potential-for-a-rate-hike-the-investment-committee-s-strategy-9-11-26.md
Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380)
Published: 2026-09-11T17:23:09+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/dd0a6bc0-86c7-4c64-8908-b8f5a805de33/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=dd0a6bc0-86c7-4c64-8908-b8f5a805de33&feed=qltQrd_8
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JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/navigating-the-potential-for-a-rate-hike-the-investment-committee-s-strategy-9-11-26
Duration seconds: 2742

## Resource

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.

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## Transcript

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