Zortix matched this thesis to Dividend & value ETFs as one way for retail investors to get exposure. Not a recommendation.
Large growth to value market rotation
The market is in the early stages of a secular rotation away from overvalued large-cap growth toward small, micro, and mid-cap value equities.
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.