Bond Yields Are 'Clearly Ludicrous,' Longview CEO Says

The transcript discusses the current state of the bond market, highlighting the parabolic rise in prices and the collapse of yields, particularly in Germany. It explores the notion of bonds being in a bubble due to quantitative easing (QE) and the withdrawal of private sector assets by central banks. The discussion also covers the US bond market, emphasizing demographic and productivity differences compared to the Eurozone and Japan. The potential for US yields to go negative is debated, with a focus on historical trends and the implausibility of negative yields in the long term.

What are the differences in demographics and productivity trends between the US and the eurozone?

What historical trend is observed in long-term bond yields since the 70s?