Zortix matched this thesis to Banks & financials ETFs as one way for retail investors to get exposure. Not a recommendation.
Private debt benefits from anchored front-end rates
The guest argued that private debt is well-positioned as it is priced off the front end of the curve, where the Fed is expected to hold or cut, supporting borrower credit quality.
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 · 95 MENTIONS · 67 EPISODES · 24 SHOWS
14 AUG 2025 — 24 AUG 2026 · 3D AGO
51 SUPPORT · 14 CHALLENGE · 2 REPEAT · 28 MENTIONED
- THE MEMO BY HOWARD MARKS
53 EPISODES BETWEEN · 73 MENTIONS · 7 NOT KEPT
- 7 EPISODES NOT SHOWN
- THE INSIGHT BY OAKTREE CAPITAL
- THE MEMO BY HOWARD MARKS
- GOLDMAN SACHS EXCHANGES
- THE MEB FABER SHOW
- THE INSIGHT BY OAKTREE CAPITAL · 4 MENTIONS
- MACROVOICES
- THE LONG VIEW · 2 MENTIONS
- THE BUSINESS BREW
- THE LONG VIEW · 4 MENTIONS
- GOLDMAN SACHS EXCHANGES: THE MARKETS · 2 MENTIONS
- CAPITAL ALLOCATORS
- THE LONG VIEW
- FORWARD GUIDANCE
- GOLDMAN SACHS EXCHANGES
- THE INSIGHT BY OAKTREE CAPITAL · 2 MENTIONS
- THE MEB FABER SHOW
- AFFORD ANYTHING
- MASTERS IN BUSINESS · 2 MENTIONS
- CAPITAL ALLOCATORS · 3 MENTIONS
- THE LONG VIEW · 2 MENTIONS
- THE ALPHA EXCHANGE
- THE ALPHA EXCHANGE
- MASTERS IN BUSINESS · 2 MENTIONS
- THE ALPHA EXCHANGE
- GOLDMAN SACHS EXCHANGES: THE MARKETS
- THE ALPHA EXCHANGE
- ANIMAL SPIRITS · 2 MENTIONS
- CAPITAL ALLOCATORS
- THE ALPHA EXCHANGE · 2 MENTIONS
- MONETARY MATTERS WITH JACK FARLEY
- THOUGHTFUL MONEY
- THE LONG VIEW
- FORWARD GUIDANCE
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY
- BARRON'S STREETWISE
- THE DIVIDEND CAFE
- ANIMAL SPIRITS
- EXCESS RETURNS
- THE ACQUIRERS PODCAST · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- GOLDMAN SACHS EXCHANGES
- FORWARD GUIDANCE
- THE COMPOUND AND FRIENDS
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- BARRON'S STREETWISE · 3 MENTIONS
- CNBC FAST MONEY
- THE DIVIDEND CAFE
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY · 2 MENTIONS
- MONETARY MATTERS WITH JACK FARLEY · 2 MENTIONS
- TOP TRADERS UNPLUGGED
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- Private debt benefits from anchored front-end rates · THIS IDEA
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD