Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Fed sidelined in fiscally driven market regime
The case made was that the Federal Reserve's impact is diminished in the current environment, as fiscal policy is the dominant driver, making potential rate moves less consequential compared to the past.
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.