Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Case for short-duration, floating-rate bonds
The thesis presented was that in a higher-rate regime, investors should favor short-duration and floating-rate bonds to mitigate interest rate risk.
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.