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NLYBULLISHCore thesis · 5/5

Annaly as a high-yield, steepener-resistant income play

The guest argued Annaly Capital is a core income-generating position within a fiat currency portfolio, benefiting from a steep yield curve and offering a levered return through its agency mortgage-backed securities portfolio.

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