Zortix matched this thesis to Gold & precious metals ETFs as one way for retail investors to get exposure. Not a recommendation.

Treasury QE via private sector monetization

The speaker argued the US Treasury is encouraging private-sector banks to fund the deficit at the short end, which is a form of monetization ('Treasury QE') that prints money.

ChineseCEO of CrossBorder Capital and author of the Capital Wars Substackon The Julia La Roche Show