Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Conservative portfolio as a safety valve
The case made was for holding high allocations to Treasuries (40-50%) to provide liquidity and downside protection while still capturing a significant portion of market returns.
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.