David Kudla, CEO at Mainstay Capital Management, says stellar earnings growth is keeping stocks near highs despite rising bond yields. He sees 6% on the ten-year Treasury as a real possibility and prefers commodities over bonds, highlighting the Harbor Commodity ETF, VanEck commodities fund, AI plays like ISE, CHAT, and WAR, and emerging market ETFs EMQ and FRDM with AI exposure through Taiwan and South Korea.