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SECTOR ETFTLTIEFBEARISHCore thesis · 5/5

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

US sovereign debt risks repricing and higher term premiums

Structural deficits, rising debt service, and weakening political governance threaten to erode foreign demand for US Treasuries, forcing a higher term premium and market-driven repricing.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
US sovereign debt risks repricing and higher term premiums · Zortix