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TLTIEFBALANCEDSubstantive discussion · 3/5

Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.

Bond vigilantes are a political fantasy, not market force

The speaker argued that expecting the bond market ("bond vigilantes") to discipline out-of-control federal borrowing is wishful thinking, not rational analysis, as the market has different priorities.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE