What's the Real Problem: Real Estate or Real Yields?

The video discusses various economic issues, focusing on yields, market trends, and currency stability. It highlights the potential impact of China's deflation on global markets and examines the US economy's reliance on government spending. The discussion includes the implications of high yields and the role of fiscal policies in shaping economic growth.

What is the speaker's perspective on the impact of China's economic situation on the global economy?

How does the speaker relate US government spending to the current economic conditions?

What does the speaker believe about the future of yields in the US economy?