Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Derivatives as a tool for bond market efficiency
The discussion framed derivatives like credit default swaps and futures as tools for active bond managers to exploit pricing dislocations and control risk, not as inherently dangerous instruments.
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The story so far
CONTESTED · 82 MENTIONS · 57 EPISODES · 22 SHOWS
14 AUG 2025 — 16 AUG 2026 · 2D AGO
44 SUPPORT · 11 CHALLENGE · 2 REPEAT · 25 MENTIONED
- THE MEMO BY HOWARD MARKS
13 EPISODES BETWEEN · 22 MENTIONS
- BARRON'S STREETWISE
- THE INSIGHT BY OAKTREE CAPITAL · 4 MENTIONS
- THE LONG VIEW
- THE ALPHA EXCHANGE · 2 MENTIONS
- THE MEB FABER SHOW
- THE INSIGHT BY OAKTREE CAPITAL · 3 MENTIONS
- THE MEB FABER SHOW
- THE INSIGHT BY OAKTREE CAPITAL
- THE MEMO BY HOWARD MARKS
- GOLDMAN SACHS EXCHANGES
- THE MEB FABER SHOW
- THE INSIGHT BY OAKTREE CAPITAL · 4 MENTIONS
- MACROVOICES
- THE LONG VIEW · 2 MENTIONS
- Passive fixed income's limited breadth
- Derivatives as a tool for bond market efficiency · THIS IDEA
36 EPISODES BETWEEN · 49 MENTIONS
- THE BUSINESS BREW
- THE LONG VIEW · 4 MENTIONS
- GOLDMAN SACHS EXCHANGES: THE MARKETS · 2 MENTIONS
- CAPITAL ALLOCATORS
- THE LONG VIEW
- FORWARD GUIDANCE
- GOLDMAN SACHS EXCHANGES
- THE INSIGHT BY OAKTREE CAPITAL · 2 MENTIONS
- THE MEB FABER SHOW
- AFFORD ANYTHING
- MASTERS IN BUSINESS · 2 MENTIONS
- CAPITAL ALLOCATORS · 3 MENTIONS
- THE LONG VIEW · 2 MENTIONS
- THE ALPHA EXCHANGE
- THE ALPHA EXCHANGE
- MASTERS IN BUSINESS · 2 MENTIONS
- THE ALPHA EXCHANGE
- GOLDMAN SACHS EXCHANGES: THE MARKETS
- THE ALPHA EXCHANGE
- ANIMAL SPIRITS · 2 MENTIONS
- CAPITAL ALLOCATORS
- THE ALPHA EXCHANGE · 2 MENTIONS
- MONETARY MATTERS WITH JACK FARLEY
- THOUGHTFUL MONEY
- THE LONG VIEW
- FORWARD GUIDANCE
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY
- BARRON'S STREETWISE
- THE DIVIDEND CAFE
- ANIMAL SPIRITS
- EXCESS RETURNS
- THE ACQUIRERS PODCAST · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- BARRON'S STREETWISE · 3 MENTIONS
- CNBC FAST MONEY
- THE DIVIDEND CAFE
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD