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SECTOR ETFTLTIEFBULLISHIn depth · 4/5

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

Agency MBS offer attractive spread over corporates

The case made was that agency mortgage-backed securities offer an unusually wide spread over Treasuries, providing more yield than similarly-rated corporate bonds due to negative technicals, not increased credit risk.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Agency MBS offer attractive spread over corporates · Zortix