Higher Rates Haven't Stopped the Stock Market — But Here's What's Coming Next w/ Ryan Detrick

When bond yields first hit 4%, people worried. Now they're at 5%, the Fed is hiking again, and stocks are still at record highs.

Market strategist Ryan Detrick returns to help you separate the panic from the data heading into the rest of 2026. Learn whether higher yields are as bad as they sound, how much AI is really shaping the economy and job market, and what midterm elections mean for your portfolio.

Review the Midyear Outlook 2026 here: https://mitlin.us/2026Outlook

Topics discussed:

(00:00) Introduction

(01:20) A look back at his July outlook (and what surprised him)

(03:35) What the Fed's first rate hike in three years means

(05:55) Higher bond yields and what they signal for stocks

(10:04 The labor market and the impact of AI

(13:53) How much the economy depends on AI spending

(16:54) AI boom vs. the dot-com bubble

(21:24) What midterm elections mean for investors