Somebody has to lend the AI boom the money.

Kenny Polcari asks where rates are going and gets the question reframed. Michael Reinking, Senior Market Strategist at the New York Stock Exchange, argues the speed matters more than the level, and points to a market repricing hard on a second-tier data release. Justin Bergner, CFA, Portfolio Manager of the Gabelli Dividend Growth Fund, puts the danger zone somewhere above 5% and explains what a rising rate cycle does to companies that are only yield plays. Then Reinking explains why the index looks calmer than the market underneath it actually is. Timestamps: 00:00 Who is actually trading now 00:49 The case that retail has become the price setter 01:47 What dividend growth is, and what it is not 02:59 Do the big technology names even pay a dividend 03:35 Why the aristocrats are a narrower group than people think 04:52 Where a value-tilted portfolio actually sits 05:45 What spiking yields do to a dividend strategy 06:59 How much of the index is one sector 07:05 Why the AI factor turns up in every sector 07:47 What is really pushing yields up 08:47 The pull of a guaranteed yield 09:14 Is energy a defensive hedge now 10:18 Oil, the conflict, and why it is not going back 11:05 Where rates go from here 11:39 Is this the danger zone 12:20 The deficit problem nobody wants to solve 13:04 Why the pace matters more than the level 14:05 Where institutional money is moving 15:07 What AI might do to drug development 17:18 Does the market care about the midterms 18:14 The seasonality nobody should trade on alone 19:14 What you miss by getting out 20:14 Why the index looks calmer than the market is 20:49 The year-end view Featuring: Kenny Polcari, Host, Trader Talk, Yahoo Finance Michael Reinking, Senior Market Strategist, New York Stock Exchange Justin Bergner, CFA, Portfolio Manager, Gabelli Dividend Growth Fund, Gabelli Funds Kenny Polcari gives it to you straight. New episodes Wednesdays at 5pm ET. #TraderTalk #YahooFinance #Rates #Volatility #Investing #StockMarket == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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