Bond Bull Major Sees Value in Real Estate Economies

The video discusses market opportunities, focusing on regions sensitive to property markets like Korea, Australia, UK, and Canada. It highlights central banks' conditional pauses and the market's reaction. The discussion includes a structural bias towards lower yields, with the IMF suggesting a return to ultra-low rates. Factors like debt, aging populations, technology, and spending on net zero and defense are considered in determining long-term equilibrium rates.

In what ways might technology and wealth inequality affect future interest rates?

What are the potential new factors that could influence the R star upwards?