Video: What you're not hearing about the bubble in US equities

There is a consensus that equities are in a bubble, citing everything from GameStop to Bitcoin, and models pointing to complacency and greed. Equities are overdue for a modest correction. But there can't be a bubble with real Treasury yields deeply negative, forward earnings being upgraded sharply after a long dry spell, earnings surprise factors running at record levels, and the equity risk premium only modestly narrow.