Zortix matched this thesis to Rates & bonds ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Bonds lose their historic diversifier role
The speaker argued that long-duration government bonds are unlikely to perform the negative-correlation diversifying role for equities that they did over the last 20-30 years.
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.