"It's a bull market. The only question is, you know, how bullish do you really want to be? You know, I see a potential for a melt up."

"the fed is signaling that they're ready to cut rates, they're going to cut rates" and "bond yields have actually gone down" Fed rate cuts typically cause bond yields to decrease; the interviewee suggests rate cuts are coming, implying yields will move cautiously down in the short term.