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SECTOR ETFTLTIEFBULLISHCore thesis · 5/5

No single ticker was named. Rates & bonds ETFs are one way for retail investors to get exposure. Not a recommendation.

Overhauling Fed balance sheet strategy and rate cuts

The macro case argued was for the Fed to lower policy rates to 3% while aggressively unwinding long-term Treasury holdings to rebalance credit access between Wall Street and Main Street.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Overhauling Fed balance sheet strategy and rate cuts · Zortix