Risk Assets Helped by Low Long Yields, Morgan Stanley's Weinstein Says

The video discusses the rally of risk assets despite higher yields, questioning if this is a constructive trend or a case of 'ostrich syndrome.' It highlights investors' preference for cash and risk-free rates, noting that a 5% return is attractive. The discussion also covers the current state of 10-year treasuries, economic activity, and the yield curve, suggesting that investors continue to buy risky assets until higher yields are achieved on the longer part of the curve.

What are the implications of higher yields on risk assets according to the text?

What does the term 'ostrich syndrome' refer to in the context of the discussion?

How do investors perceive the current yield on 10-year treasuries?

What factors are contributing to the rebound in economic activity mentioned in the text?

What is the speaker's view on the current state of the yield curve?