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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.

Long-dated US Treasuries outperforming stocks and commodities

The case was made that long-duration US Treasuries are the premier asset class for 2026 as market wealth destruction creates severe deflationary pressure.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Long-dated US Treasuries outperforming stocks and commodities · Zortix