Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
No US government debt crisis is the baseline
Ben argued his most contrarian take is that he is not worried about a US government debt crisis, citing the dollar's reserve status and lack of alternatives.
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.