Keith Buchanan on Rate Outlook as Yields Rise, Building Portfolios Beyond Big Tech

Keith Buchanan examines the key forces driving today's market, including strong earnings growth, continued AI investment and the impact of rising treasury yields on valuations. He discusses the Fed's evolving messaging and what it means for investor risk appetite. Buchanan also outlines a diversified portfolio approach that extends beyond large-cap growth stocks to include international equities, value stocks and precious metals.

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