A Fallen Angels Bond ETF Gets Its Wings

The video discusses the performance and popularity of a specific ETF, highlighting its strong performance compared to other investment options. It delves into the bond market, explaining how certain bonds are undervalued and later recover, providing investment opportunities. The concept of value investing in bonds is explored, emphasizing the potential for capturing alpha. The video also covers Jeff Gunlock's interest in mortgage REITs, explaining their structure and potential risks, especially in relation to interest rate changes.

Discuss the significance of sector exposure in the performance of the ETF mentioned.

What are the implications of rising short-term rates on mortgage REITs and their performance?