Stephanie Pomboy: Just How Screwed Are We?

Rising bond yields threaten to severely impact stocks, bonds, and real estate, potentially bringing the broader economy to its knees.

Kevin Warsh is positioned as a hawkish potential Fed Chair whose strict 'price rule' approach may intentionally allow current asset bubbles to deflate.

Investors should consider defensive positioning in gold miners and energy, as extreme market concentration in AI stocks signals growing systemic risk.