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The Compound and Friends — Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas
Not scored yet43m·2026-08-24·Money

Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas

The Compound and Friends

On this episode of What Did We Learn, Josh Brown and Nick Colas discuss rising long-term Treasury yields, why real yields not inflation are driving the move, and what higher rates could mean for stocks. Plus, they break down S&P 500 valuations, the earnings revisions powering this year’s gains, three paths to new…

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