Robert Sinche Sees 'Major Repricing' of Bond Market

The video discusses the impact of behavioral economics on belief systems, focusing on market overvaluation and central bank actions. It highlights the role of emerging markets and inflation in asset accumulation and explores the repricing in the bond market. The discussion extends to how policy changes affect bond and dollar markets, and the effects of tax reforms on equity markets, particularly small caps.

In what ways might fiscal policy affect bond market expectations?

What are the potential risks associated with the current repricing of assets?