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SECTOR ETFTLTIEFBEARISHCore thesis · 5/5

No single ticker was named. Rates & bonds ETFs are one way for retail investors to get exposure. Not a recommendation.

U.S. inflation risks escalate on geopolitical supply shocks

The speakers argued that escalating Middle East conflict and new tariff policies are creating structural inflationary pressures that elevate U.S. long-term borrowing costs.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
U.S. inflation risks escalate on geopolitical supply shocks · Zortix