EPISODE · Sep 4, 2026 · 32 MIN
Episode 007. Are Yields Good Enough To Compete?
from Rational Dissent · host Bianco Research
A yield is only as good as what you compare it to, right now, rates aren't promising enough for investors to want in.Chapters00:00 - Introduction01:46 - Determining the "Right" Level for Interest Rates05:46 - Price-Sensitive vs. Price-Insensitive Treasury Buyers12:00 - Comparing Treasuries to Alternatives16:43 - Term Premium and the Market's Demand for Higher Yields20:57 - The 4-5-6 Rule and Unrealistic Investor Expectations24:28 - Will Foreign Central Banks and Price-Insensitive Buyers Return?28:25 - Lightning Round: Will Bonds Win, or Will Everything Else Lose32:24 - Outro and Conclusion
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Episode 007. Are Yields Good Enough To Compete?
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