From video
Interpreted Prediction
There are growing concerns about the risk associated with holding long-term US bonds given the current yield levels, suggesting a need for higher compensation.
AI Evaluation Notes
Given the rise in US Treasury yields and ongoing discussions about fiscal sustainability, concerns about holding long-term US bonds at previous yield levels have been realized. While quantifying the 'proper compensation' is subjective, the overall sentiment of needing higher yields has proven to be somewhat accurate.