Market Euphoria May Be Getting Carried Away: Rockefeller's Chang

The video discusses recent changes in Treasury yields, particularly in light of the election and the nomination of Scott Besson as Treasury Secretary. It explores the correlation between equity valuations and yields, and the potential impact of the Trump administration's policies on the market. The discussion includes expectations for economic growth, inflation, and the implications of deregulation and other policies.

How does the text describe the relationship between long-term economic growth and the 10-year yield?

What concerns are raised about the potential impact of tariffs and immigration policies on the market?

Which sectors are mentioned as potentially benefiting from the 'America First' agenda?