Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Fed credibility hike on term premium signal
The case argued: a September rate hike is increasingly likely as the bond market's rising term premium signals a need for a 'credibility hike' to restore Fed credibility.
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.