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SECTOR ETFFXIKWEBBULLISHIn depth · 4/5

No single ticker was named. China ETFs are one way for retail investors to get exposure. Not a recommendation.

Severe disconnect in Western tungsten equities

The speaker argued that geopolitical risks and heavy supply concentration in China create a severe market mispricing in Western tungsten mining equities.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Severe disconnect in Western tungsten equities · Zortix