BOE, Bond Proxies, and the 'Insatiable' Search for Yield

The video discusses the current state of equities and bond proxies, highlighting recent trends and the impact of interest rates on bond yields. It explores the potential market reactions to changes in yields, particularly in stocks and specific sectors. The discussion extends to emerging markets, examining how yield changes could affect currencies and economic conditions. Finally, the video analyzes real estate investment trusts (REITs), considering their market position and potential overvaluation.

What indicators suggest that the market may not be prepared for a rise in yields?

In what ways can real estate investment trusts (REITs) be evaluated for being overbought?