Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Getting paid to wait with 5% bond yields
The argument was made that the current near-5% yield on bonds provides attractive carry, making it a patient, low-risk strategy compared to the zero-yield environment of recent years.
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.