Eigen: The Fed Let the Inflation Gorilla Out of Its Cage

The video discusses the current economic environment, focusing on inflationary pressures and their impact on yields. It questions the rationale behind investing in long-term treasuries given the current interest rates and inflation. The discussion also covers market positioning, the challenges of an inverted yield curve, and potential debt issues in Europe, particularly concerning German yields.

How does the speaker view the current state of pricing power in the market?

What concerns does the speaker express about the potential for a debt sustainability crisis in Europe?