Episode 007. Are Yields Good Enough To Compete?

A yield is only as good as what you compare it to, right now, rates aren't promising enough for investors to want in.

Chapters

00:00 - Introduction

01:46 - Determining the "Right" Level for Interest Rates

05:46 - Price-Sensitive vs. Price-Insensitive Treasury Buyers

12:00 - Comparing Treasuries to Alternatives

16:43 - Term Premium and the Market's Demand for Higher Yields

20:57 - The 4-5-6 Rule and Unrealistic Investor Expectations

24:28 - Will Foreign Central Banks and Price-Insensitive Buyers Return?

28:25 - Lightning Round: Will Bonds Win, or Will Everything Else Lose

32:24 - Outro and Conclusion