Uploaded August 2026 | Updated September 2026, 2 weeks ago

---

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 highs, and more insights from DataTrek’s latest research.

👕MERCH: idontshop.com

🎙️Listen to our podcasts:
TCAF: podcasts.thecompoundnews.com/show/TCAF
Animal Spirits: podcasts.thecompoundnews.com/show/animalspirits
Ask The Compound: podcasts.thecompoundnews.com/show/ATC

The Compound Newsletter: thecompoundnews.com/subscribe

Instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ritholtzwealth.com/podcast-youtube-disclosures

#thecompound #investing #finance #stocks #earnings #stockmarket #future #trades #stocktrading #aistocks #tcaf #podcast #podcastclips #fyp #wdwl #recession #bigtech #techstocks #stocks #economy #tech #podcast