Jared Kubin(@JaredKubin):WHY IS EVERYONE TALKING ABOUT HIGHER RATES? Finance 101: when rates rise, long duration assets get vaporized... but why? 2022 was the textbook case... Nasdaq -30%ish, ARKK -65%, and even "safe" long Treasuries (TLT) -31%... as energy went on a ripah... sound familiar? or is this cycle different? *2 min video below **Excel model so you can plug in rates and watch valuations move yourself to really understand ***check out my quick WACC -> 10yr tab ... to help you think about the causal flow https://t.co/5ggAYZBa1M factors you should be focused on at the end of 2min video Enjoy.

2026.09.24 13:55

WHY IS EVERYONE TALKING ABOUT HIGHER RATES? Finance 101: when rates rise, long duration assets get vaporized... but why? 2022 was the textbook case... Nasdaq -30%ish, ARKK -65%, and even "safe" long Treasuries (TLT) -31%... as energy went on a ripah... sound familiar? or is this cycle different? *2 min video below **Excel model so you can plug in rates and watch valuations move yourself to really understand ***check out my quick WACC -> 10yr tab ... to help you think about the causal flow factors you should be focused on at the end of 2min video Enjoy.