Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Treasuries' systemic role supports demand
The host argued investors' continued need for Treasuries as liquidity, collateral, and a safe haven against private credit risk sustains demand regardless of dislike for deficits.
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.