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SECTOR ETFXLFVFHBULLISHSubstantive discussion · 3/5

Zortix matched this thesis to Banks & financials ETFs as one way for retail investors to get exposure. Not a recommendation.

Credit's role enhanced in new rate regime

The guest, a lender, argued that the new environment of higher, stable rates makes credit strategies more viable and attractive than they were during the preceding low-return period.

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The story so far
CONTESTED · 82 MENTIONS · 57 EPISODES · 22 SHOWS
14 AUG 2025 — 16 AUG 2026 · 2D AGO
44 SUPPORT · 11 CHALLENGE · 2 REPEAT · 25 MENTIONED
  1. 14 AUG 2025 · FIRST HEARD
    THE MEMO BY HOWARD MARKS
  2. 8 EPISODES BETWEEN · 14 MENTIONS
    1. 15 AUG 2025
      BARRON'S STREETWISE
    2. 21 AUG 2025
      THE INSIGHT BY OAKTREE CAPITAL · 4 MENTIONS
    3. 2 SEP 2025
      THE LONG VIEW
    4. 19 SEP 2025
      THE ALPHA EXCHANGE · 2 MENTIONS
    5. 26 SEP 2025
      THE MEB FABER SHOW
    6. 9 OCT 2025
      THE INSIGHT BY OAKTREE CAPITAL · 3 MENTIONS
    7. 10 OCT 2025
      THE MEB FABER SHOW
    8. 14 OCT 2025
      THE INSIGHT BY OAKTREE CAPITAL
  3. 14 OCT 2025
    THE MEMO BY HOWARD MARKS
    • Credit's role enhanced in new rate regime · THIS IDEA
  4. 41 EPISODES BETWEEN · 58 MENTIONS
    1. 31 OCT 2025 · CHALLENGES
      GOLDMAN SACHS EXCHANGES
    2. 7 NOV 2025
      THE MEB FABER SHOW
    3. 13 NOV 2025
      THE INSIGHT BY OAKTREE CAPITAL · 4 MENTIONS
    4. 13 NOV 2025
      MACROVOICES
    5. 25 NOV 2025
      THE LONG VIEW · 2 MENTIONS
    6. 11 DEC 2025
      THE BUSINESS BREW
    7. 16 DEC 2025
      THE LONG VIEW · 4 MENTIONS
    8. 19 DEC 2025
      GOLDMAN SACHS EXCHANGES: THE MARKETS · 2 MENTIONS
    9. 29 DEC 2025
      CAPITAL ALLOCATORS
    10. 6 JAN 2026
      THE LONG VIEW
    11. 9 JAN 2026
      FORWARD GUIDANCE
    12. 13 JAN 2026
      GOLDMAN SACHS EXCHANGES
    13. 14 JAN 2026
      THE INSIGHT BY OAKTREE CAPITAL · 2 MENTIONS
    14. 26 JAN 2026 · CHALLENGES
      THE MEB FABER SHOW
    15. 27 JAN 2026
      AFFORD ANYTHING
    16. 30 JAN 2026
      MASTERS IN BUSINESS · 2 MENTIONS
    17. 2 FEB 2026
      CAPITAL ALLOCATORS · 3 MENTIONS
    18. 10 FEB 2026
      THE LONG VIEW · 2 MENTIONS
    19. 19 FEB 2026 · CHALLENGES
      THE ALPHA EXCHANGE
    20. 4 MAR 2026 · CHALLENGES
      THE ALPHA EXCHANGE
    21. 6 MAR 2026
      MASTERS IN BUSINESS · 2 MENTIONS
    22. 9 MAR 2026
      THE ALPHA EXCHANGE
    23. 27 MAR 2026
      GOLDMAN SACHS EXCHANGES: THE MARKETS
    24. 31 MAR 2026
      THE ALPHA EXCHANGE
    25. 6 APR 2026
      ANIMAL SPIRITS · 2 MENTIONS
    26. 6 APR 2026
      CAPITAL ALLOCATORS
    27. 7 APR 2026
      THE ALPHA EXCHANGE · 2 MENTIONS
    28. 8 APR 2026
      MONETARY MATTERS WITH JACK FARLEY
    29. 21 APR 2026 · CHALLENGES
      THOUGHTFUL MONEY
    30. 21 APR 2026 · CHALLENGES
      THE LONG VIEW
    31. 24 APR 2026
      FORWARD GUIDANCE
    32. 22 JUL 2026 · 4W AGO
      BLOOMBERG SURVEILLANCE
    33. 23 JUL 2026 · 4W AGO
      THOUGHTFUL MONEY
    34. 24 JUL 2026 · 4W AGO
      BARRON'S STREETWISE
    35. 27 JUL 2026 · 3W AGO · CHALLENGES
      THE DIVIDEND CAFE
    36. 29 JUL 2026 · 3W AGO
      ANIMAL SPIRITS
    37. 29 JUL 2026 · 3W AGO · CHALLENGES
      EXCESS RETURNS
    38. 30 JUL 2026 · 3W AGO
      THE ACQUIRERS PODCAST · 2 MENTIONS
    39. 3 AUG 2026 · 2W AGO
      BLOOMBERG SURVEILLANCE
    40. 7 AUG 2026 · 2W AGO · CHALLENGES
      BLOOMBERG SURVEILLANCE
    41. 7 AUG 2026 · 2W AGO · CHALLENGES
      BLOOMBERG SURVEILLANCE
  5. 7 AUG 2026 · 2W AGO
    BARRON'S STREETWISE · 3 MENTIONS
  6. 7 AUG 2026 · 2W AGO
    CNBC FAST MONEY
  7. 10 AUG 2026 · 1W AGO
    THE DIVIDEND CAFE
  8. 11 AUG 2026 · 1W AGO
    BLOOMBERG SURVEILLANCE
  9. 12 AUG 2026 · 6D AGO
    BLOOMBERG SURVEILLANCE
  10. 16 AUG 2026 · 2D AGO
    THOUGHTFUL MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE