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SECTOR ETFTLTIEFBULLISHSubstantive discussion · 3/5

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

Tactical long thesis for US Treasuries

A contrarian, tactical long position in US Treasuries is favored as overcrowded short positioning and strength in rate-sensitive sectors signal a potential counter-trend rally in bond prices.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Tactical long thesis for US Treasuries · Zortix