The brand new episode of our #OnInvesting podcast is now live. In this release, @CollinMartinCS and I delve into conversations concerning the yield curve, bond yields, and the current weakness in stock market breadth. Afterwards, I have a fantastic conversation with Eric Liu from @vandaresearch. As perceptive as ever, he breaks down the recent choice by Vanda to upgrade their outlook on equities. You can catch our full discussion right here: https://www.schwab.com/learn/story/why-investor-positioning-matters-more-than-ever-with-eric-liu