Do rates actually matter to the stock matter anymore? One of our guests says “yes,” and that yields need to stop rising to trigger a new bull market. But our own Michael Santoli says it doesn’t quite work like that. He’ll join us to explain why, and make his case. Plus, why have markets and the economy held up so well in spite of these massive Fed hikes? David Zervos of Jefferies has a theory on that. Here’s a hint: it equals about 40% of GDP.

It’s just hawks and more hawks at the Fed now…so how much higher will rates go? How fast will the Fed get there? And what does it mean for the markets? We’ll debate. Plus, with the reopening underway, is now the time to invest in China? Foreign policy experts and investors disagree. We’ll speak to one long-time China watcher who really surprised us the last time he was on the show.  And, natural gas prices have plunged since September. We look at what’s driving the declines and when consumers could see lower heating bills.