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SECTOR ETFTLTIEFBEARISHIn depth · 4/5

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

Elevated inflation and higher long-term rates

The guest argued that structural factors like deglobalization will keep inflation around 3%, pushing fair-value benchmark interest rates toward 5%.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Elevated inflation and higher long-term rates · Zortix