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Rational Dissent 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. Available on YT, Apple, Spotify, Overcast, etc. --- 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
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