Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Secular lower bond yields ahead
The guest argued the default expectation over the next couple of years is for bond yields to trend downwards towards the real growth rate, not upwards.
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.