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SECTOR ETFTLTIEFBULLISHCore thesis · 5/5

No single ticker was named. Rates & bonds ETFs are one way for retail investors to get exposure. Not a recommendation.

Bullish flattening call on US yield curve

The guest presented a counter-consensus thesis for a bullish flattening of the yield curve and falling bond yields, driven by turning global liquidity and declining term premia.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Bullish flattening call on US yield curve · Zortix