Zortix matched this thesis to Rates & bonds ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Repo market stress signals liquidity withdrawal
The case was made that current tensions in repo markets are an early sign of the withdrawal of liquidity from Wall Street, reminiscent of the 2019 episode.
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The story so far
CONTESTED · 257 MENTIONS · 176 EPISODES · 33 SHOWS
9 JUL 2025 — 17 AUG 2026 · 4D AGO
72 SUPPORT · 35 CHALLENGE · 2 REPEAT · 148 MENTIONED
- GRANT'S CURRENT YIELD PODCAST
- 29 EPISODES NOT SHOWN
- MACROVOICES · 2 MENTIONS
- Repo market stress signals liquidity withdrawal · THIS IDEA
- Fed forced into a dovish pivot on rates · CHALLENGES
52 EPISODES BETWEEN · 66 MENTIONS · 87 NOT KEPT
- 87 EPISODES NOT SHOWN
- WSJ WHAT'S NEWS
- MONETARY MATTERS WITH JACK FARLEY
- CNBC FAST MONEY
- MARKETPLACE
- THE OPTIONS INSIDER RADIO NETWORK
- PROF G MARKETS
- WEALTHION - BE FINANCIALLY RESILIENT
- MACROVOICES
- THE POMP PODCAST
- BANKLESS · 2 MENTIONS
- THE DIVIDEND CAFE · 4 MENTIONS
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- MARKETPLACE
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- WSJ WHAT'S NEWS
- MONETARY MATTERS WITH JACK FARLEY
- FORWARD GUIDANCE · 3 MENTIONS
- BLOOMBERG SURVEILLANCE
- MOTLEY FOOL MONEY
- THE DIVIDEND CAFE
- THE JULIA LA ROCHE SHOW
- WEALTHION - BE FINANCIALLY RESILIENT
- FORWARD GUIDANCE
- THOUGHTFUL MONEY
- BLOOMBERG SURVEILLANCE
- THE DIVIDEND CAFE
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY · 2 MENTIONS
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- WHAT BITCOIN DID
- MOTLEY FOOL MONEY
- MARKETPLACE · 2 MENTIONS
- THE JULIA LA ROCHE SHOW
- THOUGHTFUL MONEY
- MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
- REAL VISION DAILY BRIEFING
- THE DIVIDEND CAFE
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE
- WEALTHION - BE FINANCIALLY RESILIENT
- CNBC FAST MONEY
- TOP TRADERS UNPLUGGED
- FORWARD GUIDANCE · 5 MENTIONS
- THE OPTIONS INSIDER RADIO NETWORK
- MONETARY MATTERS WITH JACK FARLEY
- CNBC FAST MONEY
- THE JULIA LA ROCHE SHOW
- BLOOMBERG SURVEILLANCE
- MACROVOICES
- MARKETPLACE · 2 MENTIONS
- THOUGHTFUL MONEY · 2 MENTIONS
- EURODOLLAR UNIVERSITY · 2 MENTIONS
- MACRO MUSINGS WITH DAVID BECKWORTH · 3 MENTIONS
- BANKLESS · 5 MENTIONS
- THE DIVIDEND CAFE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD