Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Fed's communication reset backfiring
The hosts argued that Chair Kevin Walsh's initial hands-off, no-forward-guidance approach to the bond market backfired, being interpreted as tolerance for much higher yields.
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.