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.
Hyperscaler debt issuance a bond market risk
The discussion framed the massive debt issuance from AI hyperscalers as a game-changing, non-linear risk for the long end of the bond market.
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.