Zortix matched this thesis to Industrials ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Structural shift to a higher inflation regime
The guest argued the world is entering a decade of structurally higher inflation, as past deflationary offsets like globalization and Moore's Law have diminished, while money supply growth remains high.
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The Callback
US Treasury yields headed to 10%
27 weeks between these two statements.
The guest argued that the AI build-out requires massive infrastructure and energy investment, creating a structural demand boom for real assets.
The guest argued the world is entering a decade of structurally higher inflation, as past deflationary offsets like globalization and Moore's Law have diminished, while money supply growth remains high.