"I'll give you 950 billion reasons to buy bonds right now," says Thomas Hayes, who gives a contrarian take on why investors should bolster their portfolios in fixed income. He discusses the "seasonality effect," a crowded AI trade, a complicated geopolitical picture, and a steady rise in crude oil as components he sees leading a lasting bond rally. Thomas highlights stocks and sectors he sees as fortresses in the current market environment, including Pfizer (PFE) and DENTSPLY SIRONA (XRAY).