The Minutes of David Friedberg on treasury yields https://minutesof.com/david-friedberg/on/treasury-yields/ Everything David Friedberg has said on treasury yields: 2 verbatim quotes from July 2026, each with a timestamp and a link to the recording it came from. en Wed, 09 Sep 2026 00:33:00 +0000 Friedberg reports thirty-year treasury yields crossed 5.2%, highest since 2007 financial crisis. https://minutesof.com/q/5754c527-f5d5-4429-8312-e532a73b945e/ https://minutesof.com/q/5754c527-f5d5-4429-8312-e532a73b945e/ “If you take a look at the thirty year treasury yield, we just crossed 5.2% the in first twenty years.” — All-In Podcast Fri, 31 Jul 2026 22:23:00 +0000 treasury yields Friedberg argues 10% pretax treasury yields make high P/E semiconductor stocks unattractive comparatively. https://minutesof.com/q/2a6f5a94-5f3f-406b-9a02-5e660a1059b9/ https://minutesof.com/q/2a6f5a94-5f3f-406b-9a02-5e660a1059b9/ “I could now buy a US government bond that pays me 10% pretax a year. Why the heck would I pay 50 times earnings for semiconductor stock?” — All-In Podcast Fri, 31 Jul 2026 22:23:00 +0000 treasury yields