David Tepper on Bill Gross Leaving Pimco: Who Cares?

The video discusses the fundamentals of markets, emphasizing the difference between short-term and long-term impacts. It analyzes the high yield market and potential bond bubble, especially if QE is undertaken by Draghi. The discussion moves to negative rates in Europe, highlighting Germany and Ireland. The impact of employment numbers on inflation and market yields is explored, with a focus on the Fed's concerns. Finally, the video evaluates risk and yield across global markets, considering economic growth in the US, Japan, and Europe.

What does the speaker imply about the potential for inflation in Europe?

In what ways does the speaker suggest that the bond market is currently behaving?