Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Higher interest rates are awesome for fixed income
The hosts argued that individual investor anxiety over higher rates is misplaced, and that higher yields should be celebrated by fixed income investors.
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The Callback
Credit spreads signal market complacency
38 weeks between these two statements.
The guest's thesis is that current absolute tax-adjusted yields of 6-7% for top-bracket investors look attractive relative to other asset classes from a long-term perspective.
The hosts argued that individual investor anxiety over higher rates is misplaced, and that higher yields should be celebrated by fixed income investors.