Bond yields are back in the spotlight, and they’re moving markets in ways that investors can’t afford to ignore.

In this episode of Magic Markets, The Finance Ghost and Mohammed Nalla unpack what’s really driving the recent rise in US bond yields, from inflation expectations and oil prices to fiscal risks and global growth dynamics. More importantly, they explain why this is a pricing story for every asset class.

The discussion then shifts to the real impact on equities, where rising yields force a rethink of valuations, especially for “long-duration” growth stocks. Using examples of pandemic-era darlings like Zoom and broader sector rotations, the episode explores where the pain is likely to show up and where opportunity might lie as capital shifts in response to a higher cost of money.

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Disclaimer: This podcast is for informational purposes only and does not constitute financial or investment advice. Please speak to your personal financial advisor.