How These Bond Investors Got It Right in 2022

The video discusses Chairman Powell's cautious approach to inflation, emphasizing the need for deflation before considering rate cuts. Bill shares insights on inflation's impact on small businesses, highlighting labor costs and pricing power. The conversation shifts to yield trends, questioning the logic of long-term investments amid high inflation. Scott outlines investment risks and strategies, noting potential yield curve changes and European economic challenges.

What factors contribute to the pricing power of employees in the current labor market?

What are the potential risks associated with investing in 10-year treasuries at the current yield?

How does the speaker perceive the current state of the yield curve and its impact on investors?