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SECTOR ETFTLTIEFBULLISHSubstantive discussion · 3/5

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

Small-cap reinflation on rate cut expectations

The speaker outlined the tactical thesis that lower interest rates catalyst a cyclical small-cap catch-up rally due to their high debt reliance.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Small-cap reinflation on rate cut expectations · Zortix