Are Government Bonds the Next Asset Bubble?

The video discusses the current state of global bond markets, focusing on the role of central banks like the ECB and the Fed in influencing bond prices. It explores whether the bond market is an asset bubble and highlights skepticism among investors. The discussion also covers the European corporate bond market and identifies investment opportunities in crossover and high-yield bonds, emphasizing areas not directly targeted by central bank buying programs.

What skepticism exists regarding the effectiveness of central bank policies?

In what ways are investors reacting to the current bond market conditions?