Zortix matched this thesis to Japan ETFs as one way for retail investors to get exposure. Not a recommendation.
5% 10-year yield a warning, 7% the danger zone
The guest argued that a 10-year Treasury yield of 5% is a warning signal for stocks, but the level that historically triggers significant market pain is around 7%.
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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.