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.
Fed's hawkish stance is a data outlier
The host framed the Federal Reserve's hawkish inflation interpretation as an outlier view, contradicted by its own consumer survey data and the bond market's message.
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.