I joined Jess Maguire yesterday afternoon on ABC Statewide Drive to discuss the sharp fall in the Australian share market, rising U.S. bond yields and the pressure higher rates can place on asset prices. We also discussed inflation and interest rates in Australia, before looking at the risks of company forecasts in isolation and why the combined growth expectations for the artificial intelligence (AI) sector may be difficult to achieve.

Listen from 1:46:38 on ABC Statewide Drive.