Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Agency MBS as recession insurance
The guest presented agency mortgage-backed securities as a preferable form of 'insurance' against a recession, offering more yield and less duration than long Treasuries.
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.