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.

Long-term Treasury yields headed to 6-8%

The guest presented a strong view that long-term Treasury yields are cheap and should normalize to the 6% to 8% range, viewing the current ~5.4% level as part of a normal market fluctuation, not an extreme.