Real Yield
topic on 2 shows · 2 statements across 2 episodes
Founder's Journal 
Capital Allocators
2 statements about Real Yield, every show
Timmer: 10-Year Real Yields Rose From -2% to +2%
“And two years ago, that real yield was minus two. Today, it's plus two.”
Jensen: Negative real yields are priced into both equities and bonds
“The world is bad for investors going forward. It's been great looking backwards. So take that, but recognize going forward, the real yield priced into everything is bad. People look at the real yield in bonds and say, Why would I want a negative one, negative …”