12/10/2026
This week on Taking Stock, Jason Yin and Charlie Song examine the surge in US bond yields despite record equity markets, and what higher interest rates in the US and Australia could mean for growth-stock valuations.
They review Capricorn Metals' (CMM) production update, explore CSL's (CSL) US$355 million licensing deal with Alentis Therapeutics and lift the hood on Cochlear (COH) which faces a new competitive threat from MED-EL.
Finally, the pair discuss how investors can assess disruption risk and determine whether competitive threats are already reflected in share prices.
Watch the latest episode :https://www.stockdoctor.com.au/insights-and-events/taking-stock-weekly-insights-9-october-2026