Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Fixed-income ETFs rewiring bond market liquidity
The discussion presented fixed-income ETFs as unexpectedly solving or ameliorating liquidity issues in corporate bond markets rather than creating a toxic mismatch.
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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.