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SECTOR ETFTLTIEFBALANCEDIn depth · 4/5

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

Long-end rates conviction wobbles on secular view

The guest argued his conviction on the long end of the yield curve has weakened, as he envisions a scenario where rates fall to near zero in 1-2 years due to fiscal stimulus, but then potentially rise again in 5 years.

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The story so far
CONTESTED · 203 MENTIONS · 135 EPISODES · 33 SHOWS
3 JUL 2025 — 16 AUG 2026 · 2D AGO
91 SUPPORT · 23 CHALLENGE · 2 REPEAT · 87 MENTIONED
  1. 3 JUL 2025 · FIRST HEARD
    THE ACQUIRERS PODCAST
  2. 64 EPISODES NOT SHOWN
  3. 15 MAR 2026
    MONETARY MATTERS WITH JACK FARLEY · 2 MENTIONS
  4. 52 EPISODES BETWEEN · 78 MENTIONS · 11 NOT KEPT
    1. 11 EPISODES NOT SHOWN
    2. 1 APR 2026
      FORWARD GUIDANCE
    3. 1 APR 2026
      THE JULIA LA ROCHE SHOW
    4. 1 APR 2026
      MONETARY MATTERS WITH JACK FARLEY · 5 MENTIONS
    5. 1 APR 2026
      WHAT BITCOIN DID · 3 MENTIONS
    6. 3 APR 2026 · CHALLENGES
      BARRON'S STREETWISE
    7. 4 APR 2026 · CHALLENGES
      COMMODITY CULTURE
    8. 4 APR 2026
      THE POMP PODCAST · 2 MENTIONS
    9. 4 APR 2026
      THE JULIA LA ROCHE SHOW
    10. 8 APR 2026
      THE JULIA LA ROCHE SHOW
    11. 9 APR 2026
      WEALTHION - BE FINANCIALLY RESILIENT
    12. 10 APR 2026
      MASTERS IN BUSINESS
    13. 13 APR 2026
      EXCESS RETURNS · 2 MENTIONS
    14. 13 APR 2026
      THE ALPHA EXCHANGE · 3 MENTIONS
    15. 14 APR 2026
      BANKLESS
    16. 14 APR 2026
      MONETARY MATTERS WITH JACK FARLEY
    17. 14 APR 2026
      GOLDMAN SACHS EXCHANGES · 2 MENTIONS
    18. 14 APR 2026
      THE POMP PODCAST
    19. 15 APR 2026
      MONETARY MATTERS WITH JACK FARLEY
    20. 15 APR 2026
      EXCESS RETURNS
    21. 16 APR 2026
      PALISADES GOLD RADIO
    22. 16 APR 2026
      MACROVOICES
    23. 17 APR 2026
      COMMODITY CULTURE
    24. 17 APR 2026
      THE JULIA LA ROCHE SHOW · 2 MENTIONS
    25. 17 APR 2026
      WHAT BITCOIN DID
    26. 17 APR 2026
      EXCESS RETURNS
    27. 18 APR 2026
      COMMODITY CULTURE
    28. 18 APR 2026
      THE POMP PODCAST · 2 MENTIONS
    29. 19 APR 2026
      EXCESS RETURNS · 5 MENTIONS
    30. 19 APR 2026
      THOUGHTFUL MONEY
    31. 23 APR 2026
      PALISADES GOLD RADIO
    32. 23 APR 2026
      WEALTHION - BE FINANCIALLY RESILIENT
    33. 22 JUL 2026 · 4W AGO
      ANIMAL SPIRITS
    34. 23 JUL 2026 · 4W AGO
      EXCESS RETURNS
    35. 29 JUL 2026 · 3W AGO
      TOP TRADERS UNPLUGGED · 2 MENTIONS
    36. 31 JUL 2026 · 3W AGO
      THE MEB FABER SHOW
    37. 6 AUG 2026 · 2W AGO
      EXCESS RETURNS
    38. 7 AUG 2026 · 2W AGO
      THE COMPOUND AND FRIENDS
    39. 9 AUG 2026 · 1W AGO
      THOUGHTFUL MONEY
    40. 10 AUG 2026 · 1W AGO
      MACRO MUSINGS WITH DAVID BECKWORTH
    41. 10 AUG 2026 · 1W AGO
      REAL VISION DAILY BRIEFING
    42. 11 AUG 2026 · 1W AGO
      PROF G MARKETS
    43. 11 AUG 2026 · 1W AGO
      THE JULIA LA ROCHE SHOW
    44. 11 AUG 2026 · 1W AGO
      WEALTHION - BE FINANCIALLY RESILIENT
    45. 12 AUG 2026 · 6D AGO
      TOP TRADERS UNPLUGGED · 3 MENTIONS
    46. 12 AUG 2026 · 6D AGO
      FORWARD GUIDANCE
    47. 12 AUG 2026 · 6D AGO
      EURODOLLAR UNIVERSITY
    48. 12 AUG 2026 · 6D AGO
      THE POMP PODCAST
    49. 13 AUG 2026 · 5D AGO
      PROF G MARKETS · 3 MENTIONS
    50. 13 AUG 2026 · 5D AGO
      BLOOMBERG SURVEILLANCE
    51. 13 AUG 2026 · 5D AGO
      MACROVOICES · 2 MENTIONS
    52. 14 AUG 2026 · 4D AGO
      GOLDMAN SACHS EXCHANGES: THE MARKETS · 3 MENTIONS
    53. 14 AUG 2026 · 4D AGO
      THE BEST EVER CRE SHOW · 2 MENTIONS
  5. 14 AUG 2026 · 4D AGO
    THE MEB FABER SHOW · 3 MENTIONS
  6. 14 AUG 2026 · 4D AGO
    WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
  7. 14 AUG 2026 · 4D AGO
    BLOOMBERG SURVEILLANCE · 2 MENTIONS
  8. 14 AUG 2026 · 4D AGO
    EXCESS RETURNS · 5 MENTIONS
  9. 15 AUG 2026 · 3D AGO
    THE JULIA LA ROCHE SHOW
  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