Could Bond Yields Break the Stock Market? | Big Take

At over 5%, the 10-year Treasury yield is the highest since 2007. Those soaring yields are raising lots of questions about whether investors should be trimming stocks and buying bonds. But timing such a move can be complicated.
On today’s Big Take podcast, Bloomberg’s David Papadopoulos and Michael Regan join host Sarah Holder to discuss whether we’re on the brink of a great portfolio reallocation, two very different reasons why bond yields are rising and why one prominent AI skeptic is embracing the trade he once shunned.
Further reading: AI Skeptic Rajiv Jain Embraces the Tech Trade He Once Shunned (https://www.bloomberg.com/news/articles/2026-09-28/ai-skeptic-rajiv-jain-embraces-the-tech-trade-he-once-shunned?srnd=homepage-americas)
Further listening: Why Everyone is Talking About High Diesel Prices (https://www.bloomberg.com/news/articles/2026-09-23/diesel-price-spike-hits-farms-food-prices-battleground-states)
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Host: Sarah Holder; Guests: David Papadopoulos and Michael Regan; Produced by Julia Press and David Fox; Edited by Tracey Samuelson; Engineering by Sean Carter.
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Could Bond Yields Break the Stock Market?

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