Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Foreign Treasury holdings decline not a dollar crisis
The host argued that the recent decline in foreign holdings of U.S. Treasuries is a cyclical ebb and flow, not a predictor of a dollar collapse, with the real problem being deficit spending.
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.