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SECTOR ETFTLTIEFBEAR CASECore 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 trajectory bound for double digits

The guest argued that U.S. CPI inflation has bottomed out and is poised to re-accelerate into double-digit territory, driven by fiscal deficits, debt monetization, and potential currency weakness.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE