Here's What Links an Aging Population With Lower Bond Yields

The video discusses the recent plunge in bond yields, linking it to risk aversion and demographic changes. It highlights the increased demand for bonds and the impact on equity markets. The decline in capital intensity and productivity in the US is examined, alongside fiscal challenges, including entitlement spending and infrastructure needs.

Discuss the implications of the US government's spending on entitlement and defense on infrastructure investment.

What challenges does the US face regarding its fiscal situation and capital spending?