Zortix matched this thesis to Rates & bonds ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
US long-term insolvency drives fiscal dominance
The guest argued the US is long-term insolvent in the sense that its obligations are untenable when bondholders expect real repayment, forcing an adjustment via debasement, entitlement restructuring, or the bond market taking a hit.
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