The Bond Market Cares About You Even if You Don't Care About It
The Dividend Cafe
00:00
Bond Yields Are Going to Impact Equity Returns
Bond yields are going to impact equity returns and that you have decades where things can get a little out of distortion. But the problem is that we got in the 80s and 90s, great profit growth, but tremendous valuation growth from declining bond yields. And so yes, I'm about to make the argument that, hey, at least now we're not at the zero bound with bond yields has come up.
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