Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Fed may cut more aggressively than priced
The guest's base case is for the Fed to cut interest rates more aggressively than the market currently expects, potentially starting with a 50 basis point cut in September.
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.