Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Bond yields driven by narratives, not fundamentals
The guest argued that bond yields are currently being driven by market narratives rather than underlying economic fundamentals.
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.