Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Bond market sending mixed signals on growth
The discussion presented two competing narratives for record-high long-term bond yields: confidence in future non-inflationary AI-driven growth versus a bond market revolt against fiscal irresponsibility.
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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.