Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Higher yields reflect new normal, not angst
The guest argued that current higher interest rates are a 'new normal' that markets should get used to, reflecting pricing for supply, AI productivity, and demand from price-sensitive buyers.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.