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SECTOR ETFTLTIEFBEARISHSubstantive discussion · 3/5

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.

Treasury fair value near 6%

The guest's model suggests the fair value for the 10-year Treasury yield is approximately 5.8%, a risk if the Fed does not tighten policy to appease bond vigilantes.

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The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

The story so far
CONTESTED · 93 MENTIONS · 63 EPISODES · 22 SHOWS
24 JUL 2026 — 13 AUG 2026 · YESTERDAY
74 SUPPORT · 17 CHALLENGE · 2 REPEAT
  1. 24 JUL 2026 · 3W AGO · FIRST HEARD
    BLOOMBERG SURVEILLANCE
  2. 52 EPISODES BETWEEN · 77 MENTIONS · 3 NOT KEPT
    1. 3 EPISODES NOT SHOWN
    2. 28 JUL 2026 · 2W AGO
      BLOOMBERG SURVEILLANCE
    3. 28 JUL 2026 · 2W AGO
      WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
    4. 28 JUL 2026 · 2W AGO
      CNBC FAST MONEY
    5. 29 JUL 2026 · 2W AGO
      BLOOMBERG SURVEILLANCE
    6. 29 JUL 2026 · 2W AGO
      BLOOMBERG SURVEILLANCE · 2 MENTIONS
    7. 29 JUL 2026 · 2W AGO · CHALLENGES
      THE DIVIDEND CAFE
    8. 29 JUL 2026 · 2W AGO
      WSJ WHAT'S NEWS
    9. 29 JUL 2026 · 2W AGO
      MONETARY MATTERS WITH JACK FARLEY
    10. 29 JUL 2026 · 2W AGO
      CNBC FAST MONEY
    11. 29 JUL 2026 · 2W AGO
      MARKETPLACE
    12. 29 JUL 2026 · 2W AGO
      THE OPTIONS INSIDER RADIO NETWORK · 2 MENTIONS
    13. 30 JUL 2026 · 2W AGO
      PROF G MARKETS
    14. 30 JUL 2026 · 2W AGO
      WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
    15. 30 JUL 2026 · 2W AGO
      MACROVOICES
    16. 31 JUL 2026 · 2W AGO
      BANKLESS · 2 MENTIONS
    17. 31 JUL 2026 · 2W AGO
      THE DIVIDEND CAFE · 2 MENTIONS
    18. 31 JUL 2026 · 2W AGO
      BLOOMBERG SURVEILLANCE
    19. 31 JUL 2026 · 2W AGO
      CNBC FAST MONEY
    20. 31 JUL 2026 · 2W AGO
      MARKETPLACE
    21. 1 AUG 2026 · 2W AGO
      WSJ WHAT'S NEWS
    22. 2 AUG 2026 · 2W AGO
      EXCESS RETURNS · 3 MENTIONS
    23. 3 AUG 2026 · 2W AGO
      FORWARD GUIDANCE · 3 MENTIONS
    24. 3 AUG 2026 · 2W AGO
      BLOOMBERG SURVEILLANCE
    25. 3 AUG 2026 · 2W AGO
      MOTLEY FOOL MONEY
    26. 3 AUG 2026 · 2W AGO
      THE DIVIDEND CAFE
    27. 3 AUG 2026 · 2W AGO
      MARKETPLACE
    28. 4 AUG 2026 · 1W AGO
      THE JULIA LA ROCHE SHOW
    29. 4 AUG 2026 · 1W AGO
      WEALTHION - BE FINANCIALLY RESILIENT
    30. 4 AUG 2026 · 1W AGO · CHALLENGES
      MARKETPLACE
    31. 5 AUG 2026 · 1W AGO
      FORWARD GUIDANCE
    32. 5 AUG 2026 · 1W AGO
      BLOOMBERG SURVEILLANCE
    33. 6 AUG 2026 · 1W AGO
      BLOOMBERG SURVEILLANCE
    34. 6 AUG 2026 · 1W AGO
      THOUGHTFUL MONEY · 4 MENTIONS
    35. 6 AUG 2026 · 1W AGO
      CNBC FAST MONEY
    36. 7 AUG 2026 · 1W AGO
      BLOOMBERG SURVEILLANCE · 6 MENTIONS
    37. 7 AUG 2026 · 1W AGO
      BLOOMBERG SURVEILLANCE · 3 MENTIONS
    38. 7 AUG 2026 · 1W AGO · CHALLENGES
      WHAT BITCOIN DID
    39. 7 AUG 2026 · 1W AGO
      AFFORD ANYTHING
    40. 7 AUG 2026 · 1W AGO
      MOTLEY FOOL MONEY
    41. 7 AUG 2026 · 1W AGO
      WSJ WHAT'S NEWS
    42. 7 AUG 2026 · 1W AGO · CHALLENGES
      CNBC FAST MONEY
    43. 7 AUG 2026 · 1W AGO
      MARKETPLACE · 3 MENTIONS
    44. 7 AUG 2026 · 1W AGO · CHALLENGES
      THE OPTIONS INSIDER RADIO NETWORK
    45. 8 AUG 2026 · 6D AGO
      THOUGHTFUL MONEY
    46. 8 AUG 2026 · 6D AGO
      EURODOLLAR UNIVERSITY · 4 MENTIONS
    47. 10 AUG 2026 · 4D AGO · CHALLENGES
      REAL VISION DAILY BRIEFING
    48. 10 AUG 2026 · 4D AGO · CHALLENGES
      THE DIVIDEND CAFE
    49. 10 AUG 2026 · 4D AGO
      CNBC FAST MONEY
    50. 11 AUG 2026 · 3D AGO
      THE JULIA LA ROCHE SHOW
    51. 11 AUG 2026 · 3D AGO
      WEALTHION - BE FINANCIALLY RESILIENT
    52. 11 AUG 2026 · 3D AGO
      CNBC FAST MONEY
    53. 12 AUG 2026 · 2D AGO
      TOP TRADERS UNPLUGGED
  3. 12 AUG 2026 · 2D AGO
    FORWARD GUIDANCE · 5 MENTIONS
  4. 12 AUG 2026 · 2D AGO
    THE OPTIONS INSIDER RADIO NETWORK
  5. 12 AUG 2026 · 2D AGO
    MONETARY MATTERS WITH JACK FARLEY
  6. 12 AUG 2026 · 2D AGO
    CNBC FAST MONEY
  7. 12 AUG 2026 · 2D AGO
    MARKETPLACE
  8. 13 AUG 2026 · YESTERDAY · CHALLENGES
    THE JULIA LA ROCHE SHOW
  9. 13 AUG 2026 · YESTERDAY
    BLOOMBERG SURVEILLANCE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE