Zortix matched this thesis to Gold & precious metals ETFs as one way for retail investors to get exposure. Not a recommendation.
Miners' leverage makes second leg 'easy trade'
The discussion framed the upcoming second leg of the gold bull market as the 'easy peasy' trade, where miner outperformance of the metal creates high leverage and attracts capital.
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.