Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Higher yields as a sign of robust US growth
An alternative, more optimistic narrative presented was that rising yields could reflect the market pricing in a higher-growth, higher-inflation environment in the US, partly driven by the AI build-out.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.