Yahoo TV

STORY: The "long term parts of the (yield) curve, the 10-year, the 2-year, the 3-year, everything's come up actually, well over half a percent. Mortgages were low, 6% at the beginning of October and now they're high 6 percents. And so what that means is there's an opportunity for our financial companies to benefit, continue benefiting from higher for longer interest rates," says Lynch who cites Berkshire Hathaway, Markel, and Aon as potential winners.