Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Treasury/Fed managing debt roll wall via balance sheet
The guest argued the Treasury and Fed are using tools like balance sheet expansion and yield curve management to cap rising bond yields and manage the cost of rolling over massive US debt maturities.
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The story so far
CONTESTED · 89 MENTIONS · 53 EPISODES · 23 SHOWS
21 JUL 2026 — 13 AUG 2026 · YESTERDAY
66 SUPPORT · 22 CHALLENGE · 1 REPEAT
- COMMODITY CULTURE
43 EPISODES BETWEEN · 74 MENTIONS
- PALISADES GOLD RADIO · 3 MENTIONS
- THOUGHTFUL MONEY
- THE POMP PODCAST
- THE JULIA LA ROCHE SHOW
- MACRO MUSINGS WITH DAVID BECKWORTH · 3 MENTIONS
- THOUGHTFUL MONEY
- MONETARY MATTERS WITH JACK FARLEY · 5 MENTIONS
- THE POMP PODCAST
- BLOOMBERG SURVEILLANCE
- COMMODITY CULTURE
- PALISADES GOLD RADIO · 2 MENTIONS
- WHAT BITCOIN DID
- WEALTHION - BE FINANCIALLY RESILIENT
- MACROVOICES
- PLANET MICROCAP PODCAST
- THE JULIA LA ROCHE SHOW
- COMMODITY CULTURE · 2 MENTIONS
- THE JULIA LA ROCHE SHOW
- PALISADES GOLD RADIO · 2 MENTIONS
- THOUGHTFUL MONEY
- WEALTHION - BE FINANCIALLY RESILIENT
- COMMODITY CULTURE · 3 MENTIONS
- THOUGHTFUL MONEY · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- THE JULIA LA ROCHE SHOW · 3 MENTIONS
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- THOUGHTFUL MONEY
- WEALTHION - BE FINANCIALLY RESILIENT
- FORWARD GUIDANCE
- COMMODITY CULTURE · 3 MENTIONS
- WHAT BITCOIN DID · 2 MENTIONS
- BARRON'S STREETWISE
- UNCHAINED
- AFFORD ANYTHING
- EXCESS RETURNS
- THOUGHTFUL MONEY · 2 MENTIONS
- WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
- PALISADES GOLD RADIO · 5 MENTIONS
- WHAT BITCOIN DID
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- COMMODITY CULTURE · 4 MENTIONS
- THE JULIA LA ROCHE SHOW · 3 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- TOP TRADERS UNPLUGGED
- Treasury/Fed managing debt roll wall via balance sheet · THIS IDEA
- COMMODITY CULTURE
- MONETARY MATTERS WITH JACK FARLEY
- CNBC FAST MONEY
- THE OPTIONS INSIDER RADIO NETWORK · 3 MENTIONS
- THE ALPHA EXCHANGE
- COMMODITY CULTURE · 2 MENTIONS
- BANKLESS
- MACROVOICES · 3 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD