
Episode #28
Gravity Returns: Why Rising Real Rates Will Reshape Portfolios
Chris Harris breaks down why rising real interest rates matter more than many investors realize, explaining nominal vs. real yields, the role of the 10‑year Treasury, and how Fed policy, energy prices, and government debt are keeping rates elevated. He explores the impact on stocks, mortgages, and borrowing costs, why bonds are a competitive income option again, and how disciplined diversification and thoughtful asset allocation can create opportunities in this higher‑rate environment.

