Rising Bond Yields, Ireland's Banking Turnaround, and China's Risk Premium | EP 233

Portfolio manager Dave Reagan discusses how rising global bond yields raise the hurdle rate for international equities, the stocks walked away from, Irish banks, China's artificially low rates, and style diversification.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.