The 30-year U.S. Treasury yield is testing 5.18%, fundamentally shifting the math for equities, credit, and the traditional 60/40 portfolio. While Wall Street continues to buy the AI tech dream, Oxbow Advisors Founder and Managing Partner Ted Oakley warns of a severe disconnect between the stock market and the real economy. In this Kitco News exclusive, Oakley breaks down the risks of late-cycle complacency and explains why the passive bid keeping the S&P 500 afloat will eventually dry u...