Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Higher bond yields justified by strong growth
The case made was that rising bond yields are largely justified by stronger nominal economic growth and inflation, representing a normalization from the post-financial crisis era.
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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.