Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
1990s analogy implies higher, not lower, rates
The guest argued that, contrary to the hope for lower rates, a repeat of the 1990s productivity boom would likely lead to higher real interest rates due to increased investment demand.
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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.