Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Long bond as a contrarian punt on slowdown
The guest presented a contrarian case for the long end of the Treasury bond market, arguing that a cyclical economic slowdown and extreme negative sentiment could lead to a surprise rally.
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The story so far
CONTESTED · 247 MENTIONS · 170 EPISODES · 33 SHOWS
9 JUL 2025 — 17 AUG 2026 · YESTERDAY
69 SUPPORT · 35 CHALLENGE · 2 REPEAT · 141 MENTIONED
- GRANT'S CURRENT YIELD PODCAST
- 93 EPISODES NOT SHOWN
- WEALTHION - BE FINANCIALLY RESILIENT
- Long bond as a contrarian punt on slowdown · THIS IDEA
52 EPISODES BETWEEN · 68 MENTIONS · 17 NOT KEPT
- 17 EPISODES NOT SHOWN
- BLOOMBERG SURVEILLANCE
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- THE DIVIDEND CAFE
- 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
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY · 2 MENTIONS
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- WHAT BITCOIN DID
- MOTLEY FOOL MONEY
- MARKETPLACE · 2 MENTIONS
- THOUGHTFUL MONEY
- MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
- REAL VISION DAILY BRIEFING
- THE DIVIDEND CAFE
- CNBC FAST MONEY
- 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
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD