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TLTIEFBALANCEDSubstantive discussion · 3/5

Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.

Fed's Jackson Hole speech as potential yield curve catalyst

The host argued that Fed Chair Powell's upcoming Jackson Hole speech could be a catalyst for further yield curve shifts, as his hawkish rhetoric has previously done the Fed's tightening work for it.

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.

The story so far
CONTESTED · 273 MENTIONS · 188 EPISODES · 33 SHOWS
9 JUL 2025 — 26 AUG 2026 · YESTERDAY
79 SUPPORT · 35 CHALLENGE · 2 REPEAT · 157 MENTIONED
  1. 9 JUL 2025 · FIRST HEARD
    GRANT'S CURRENT YIELD PODCAST
  2. 53 EPISODES BETWEEN · 76 MENTIONS · 128 NOT KEPT
    1. 128 EPISODES NOT SHOWN
    2. 31 JUL 2026 · 4W AGO
      BLOOMBERG SURVEILLANCE
    3. 31 JUL 2026 · 4W AGO
      CNBC FAST MONEY
    4. 31 JUL 2026 · 4W AGO
      MARKETPLACE
    5. 1 AUG 2026 · 4W AGO
      THE JULIA LA ROCHE SHOW · 2 MENTIONS
    6. 1 AUG 2026 · 4W AGO
      WSJ WHAT'S NEWS
    7. 2 AUG 2026 · 4W AGO
      MONETARY MATTERS WITH JACK FARLEY
    8. 3 AUG 2026 · 3W AGO
      FORWARD GUIDANCE · 3 MENTIONS
    9. 3 AUG 2026 · 3W AGO
      BLOOMBERG SURVEILLANCE
    10. 3 AUG 2026 · 3W AGO
      MOTLEY FOOL MONEY
    11. 3 AUG 2026 · 3W AGO
      THE DIVIDEND CAFE
    12. 4 AUG 2026 · 3W AGO
      THE JULIA LA ROCHE SHOW
    13. 4 AUG 2026 · 3W AGO
      WEALTHION - BE FINANCIALLY RESILIENT
    14. 5 AUG 2026 · 3W AGO
      FORWARD GUIDANCE
    15. 5 AUG 2026 · 3W AGO
      THOUGHTFUL MONEY
    16. 5 AUG 2026 · 3W AGO
      BLOOMBERG SURVEILLANCE
    17. 5 AUG 2026 · 3W AGO
      THE DIVIDEND CAFE
    18. 6 AUG 2026 · 3W AGO
      BLOOMBERG SURVEILLANCE
    19. 6 AUG 2026 · 3W AGO
      THOUGHTFUL MONEY · 2 MENTIONS
    20. 6 AUG 2026 · 3W AGO
      CNBC FAST MONEY
    21. 7 AUG 2026 · 3W AGO
      BLOOMBERG SURVEILLANCE
    22. 7 AUG 2026 · 3W AGO
      BLOOMBERG SURVEILLANCE
    23. 7 AUG 2026 · 3W AGO
      BLOOMBERG SURVEILLANCE
    24. 7 AUG 2026 · 3W AGO · CHALLENGES
      WHAT BITCOIN DID
    25. 7 AUG 2026 · 3W AGO
      MOTLEY FOOL MONEY
    26. 7 AUG 2026 · 3W AGO
      MARKETPLACE · 2 MENTIONS
    27. 8 AUG 2026 · 3W AGO
      THE JULIA LA ROCHE SHOW
    28. 8 AUG 2026 · 3W AGO
      THOUGHTFUL MONEY
    29. 9 AUG 2026 · 3W AGO
      THOUGHTFUL MONEY · 5 MENTIONS
    30. 10 AUG 2026 · 2W AGO
      MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
    31. 10 AUG 2026 · 2W AGO · CHALLENGES
      REAL VISION DAILY BRIEFING
    32. 10 AUG 2026 · 2W AGO · CHALLENGES
      THE DIVIDEND CAFE
    33. 10 AUG 2026 · 2W AGO
      CNBC FAST MONEY
    34. 11 AUG 2026 · 2W AGO
      BLOOMBERG SURVEILLANCE
    35. 11 AUG 2026 · 2W AGO
      WEALTHION - BE FINANCIALLY RESILIENT
    36. 11 AUG 2026 · 2W AGO
      CNBC FAST MONEY
    37. 12 AUG 2026 · 2W AGO
      TOP TRADERS UNPLUGGED
    38. 12 AUG 2026 · 2W AGO
      FORWARD GUIDANCE · 5 MENTIONS
    39. 12 AUG 2026 · 2W AGO
      THE OPTIONS INSIDER RADIO NETWORK
    40. 12 AUG 2026 · 2W AGO
      MONETARY MATTERS WITH JACK FARLEY
    41. 12 AUG 2026 · 2W AGO
      CNBC FAST MONEY
    42. 13 AUG 2026 · 2W AGO · CHALLENGES
      THE JULIA LA ROCHE SHOW
    43. 13 AUG 2026 · 2W AGO
      BLOOMBERG SURVEILLANCE
    44. 13 AUG 2026 · 2W AGO
      MACROVOICES
    45. 14 AUG 2026 · 2W AGO
      MARKETPLACE · 2 MENTIONS
    46. 15 AUG 2026 · 2W AGO
      THOUGHTFUL MONEY · 2 MENTIONS
    47. 15 AUG 2026 · 2W AGO
      EURODOLLAR UNIVERSITY · 2 MENTIONS
    48. 17 AUG 2026 · 1W AGO
      MACRO MUSINGS WITH DAVID BECKWORTH · 3 MENTIONS
    49. 17 AUG 2026 · 1W AGO
      BANKLESS · 5 MENTIONS
    50. 17 AUG 2026 · 1W AGO
      THE DIVIDEND CAFE
    51. 20 AUG 2026 · 1W AGO
      THE GRANT WILLIAMS PODCAST
    52. 21 AUG 2026 · 6D AGO
      GOLDMAN SACHS EXCHANGES: THE MARKETS
    53. 24 AUG 2026 · 3D AGO
      REAL VISION DAILY BRIEFING
    54. 24 AUG 2026 · 3D AGO
      BLOOMBERG SURVEILLANCE
  3. 24 AUG 2026 · 3D AGO
    THE DIVIDEND CAFE
  4. 25 AUG 2026 · 2D AGO
    EURODOLLAR UNIVERSITY
  5. 25 AUG 2026 · 2D AGO
    MARKETPLACE
  6. 26 AUG 2026 · YESTERDAY
    BLOOMBERG SURVEILLANCE
  7. 26 AUG 2026 · YESTERDAY
    THE DIVIDEND CAFE
    • Fed's Jackson Hole speech as potential yield curve catalyst · THIS IDEA
  8. 26 AUG 2026 · YESTERDAY
    MARKETPLACE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE