Rewatching this 7 month later. TNX now at 25.34. Feeling like in the dreams.

Do we think the RV subscription base needs anyone to let them know that if they are looking for a 2% return on their investment that a short term bond is where you can find it... That's what this "thesis" was right? Was it more then that? Did I miss something?

1880-1950 rate cycle may help in terms of what to expect before rates can break meaningfully higher. Commodity inflation? By all means bring it. See 1940s year over year inflation and impact on long term rates. Neglible. Why? Central bank policy on the short end and war bond support....Today’s equivalent? Take your pick between broke states, under funded pensions, federal (non-productive) deficits, and a private sector that has enough malinvestment to matter since the above would require it to be the racehorse in order to solve the problem. Go short long bonds? Maybe once the U.S. loses reserve status and foreign ownership of total debt moves meaningfully higher first. All without a mention of demographics which in the near term put continued deflationary pressure into the developed makets system...

This would fit with the coming dollar crash, like in the 1970's stagflation era during which both US bonds and the US dollar were crushed. Looks close on the horizon again.

Great to see Louise for a second time. Agree with comments that we need more. Maybe in Think Tank? A paper/chartbook there or 30 mins with her would be worth more than 30 hours with many others.

Surely the 35 year fall in interest rates was triggered by the world coming off the gold standard? For the world to now move to long term cycle of rising interest rates would require some form of paradigm shift, like a new Bretton Woods type system (arising by consensus or through some crisis)? Absent that, surely this current tightening cycle is likely to be temporary, to be abandoned at the first sign of any economic weakness? A longer interview with Louise might have explored this question?

I have followed Louise for decades,she is excellent in identifying major trend changes and her historical analysis and perspective keeps one from falling into the trap of saying its different this time. I strongly agree a full length interview covering major markets/asset classes would be great!

Great to see Louise Yamada on Real Vision. She is the doyenne of technical analysis. Please get her back for a full length interview!

I agree with the comments that ask to see something longer with Louise BUT - this piece was nothing more than stating the obvious - but then - I'm an old fogey and remember the long bond at 15% and my 5 over prime construction loan.

I'm pretty sure this exact same interview could have been filmed in late 2007 with the same broken falling trend line. We saw that presage a period of new long term lows in rates. Would love to see Louise debate this with Lacy Hunt.

As James mentioned, would really enjoy a full interview. When she speaks, you listen.