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Markets are shrugging off virus scares, rising bond yields and fragile US-China tensions - but are investors becoming dangerously comfortable with risk?

Hosted by Michelle Martin with Arun Pai, Partner at Monk's Hill Ventures, this episode unpacks why Wall Street appears increasingly willing to “buy the dip” even during moments of geopolitical and health uncertainty.

Michelle explores what it means when figures like Elon Musk and Mark Zuckerberg travel alongside US President Donald Trump to China - and whether corporate America is now shaping diplomacy as much as governments.

The conversation also dives into the quiet but important rise in bond yields and why markets may be losing faith in imminent rate cuts.

From biotech names like Moderna to tech giants and global capital flows, discover which sectors could win - or suffer - if higher rates and geopolitical uncertainty persist.

Hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.