Fed's pause and reduced guidance steepen yield curveRevived after 59 quiet weeks.
ThenThe guest argued that the Federal Reserve System is technically insolvent on a GAAP accounting basis, with cumulative cash losses far exceeding its capital.NowThe host argued the Federal Reserve is likely to raise rates by 50 basis points at the upcoming FOMC meeting, with futures pricing a 70% probability, aiming for a terminal rate around 1% above core PCE inflation.What finance podcasts are saying aboutiShares 20+ Year Treasury Bond ETFTLTExchange-traded fund · NASDAQ
According to Zortix's podcast index, iShares 20+ Year Treasury Bond ETF (TLT) was discussed on 13 finance podcasts across 20 episodes in the 30 days to 11 Sep 2026, generating 22 attributed ideas — most coverage from Thoughtful Money, The Julia La Roche Show and Bloomberg Surveillance.
- Mentions · 7d
- 7
- Mentions · 30d
- 22
- Mentions · 90d
- 30
- Episodes · 30d
- 20
- Shows · 30d
- 13
- Vs prior week
- +5
- Discussion depth
- Substantive discussion
As of 10 Sept 2026
Ask Zortix about TLTStance mix · podcast discussion
10 BULLISH · 2 BALANCED · 10 BEARISH
15 JUNWEEKLY · 90D7 SEP
Counts of attributed podcast discussion · not a rating, forecast, or recommendation
Top shows by coverage · 30 days
| Show | Ideas | Episodes |
|---|---|---|
| Thoughtful Money | 3 | 3 |
| The Julia La Roche Show | 3 | 2 |
| Bloomberg Surveillance | 2 | 2 |
| Commodity Culture | 2 | 2 |
| Monetary Matters with Jack Farley | 2 | 2 |
Latest ideas · headlines, attributed
10 SEPYESTERDAYPALISADES GOLD RADIO · FRANCIS HUNT
10 SEPYESTERDAYPALISADES GOLD RADIO · FRANCIS HUNT
9 SEP2D AGOANIMAL SPIRITS · CME GROUP DISCLOSURE
The Callback on TLT
What they said then, and what they are saying now.
Structural shifts reduce US economic recession frequencyRevived after 60 quiet weeks.
ThenThe speaker argued the current 'Paradigm Charlie' phase involves aggressive pro-growth policies - fiscal largesse, monetary easing, and deregulation - designed to outgrow the debt problem, creating a bullish environment for risk assets.NowThe guests argued a secular change from globalization to deglobalization, combined with structural labor and capacity issues, is creating a persistent inflationary environment of 3-3.5%.Credit spreads signal market complacencyRevived after 48 quiet weeks.
ThenThe case was made that credit markets are highly bifurcated, with high-quality 'haves' (IG, Double B) at historically tight spreads while lower-quality 'have-nots' (CCC, loans) trade at much wider, recessionary-level spreads.NowThe guest suggested that a 10-year Treasury yield of 5% could act as a line in the sand, representing a maximum upside for yields in the short run.Definitions
- Mention
- One attributed idea naming this ticker, extracted from a podcast episode and dated by the episode’s air date. How we count →
- Attributed idea
- A specific argument a named speaker made on a named show — never an aggregate opinion, never Zortix’s view. What qualifies →
- Discussion depth
- How thoroughly an idea was argued on the episode, from a brief mention to a core thesis — a description of the conversation, not a rating of the stock. The bands →
- Stance mix
- Counts of attributed ideas by the side each argued on this name — bullish, balanced, or bearish as the speaker put it. A tally of the conversation’s sides, never a combined score, a rating, or Zortix’s view.