10-Year Rate Debate: Gundlach's 3% vs. Gross's 2.6%

The video discusses the performance of key players in the bond market, focusing on Jeff Gunlock's insights about Treasury yields and their impact on stocks. It highlights the significance of a weaker dollar and the potential for higher inflation due to US deficit expansion. The discussion extends to inflation trends and their implications for the bond market, emphasizing the importance of sustained inflation expectations. The video concludes with an exploration of market rotation between equities and bonds, considering the effects of a strengthening dollar and widening US trade deficits.

Discuss the concept of the 'great rotation' in the context of equity and bond markets.

What historical policies are referenced in relation to current US trade deficits?