Yields, AI, and Cracking Momentum

The market's biggest problem right now is simple: long-term money just got a lot more expensive. That hits mortgages, equities, AI infrastructure, and every crowded trade that depended on cheap duration.Global yields reprice riskCommodity shock and inflation watchHousing feels the move firstAI capex meets expensive capitalGoogle pushes the full-stack caseNvidia and the semiconductor unwindSentiment says risk is richerAI policy risk is no longer abstractPrivate markets and labor realityThis podcast was created with Podkey. Make your own at https://podkey.fm