Zortix matched this thesis to Gold & precious metals ETFs as one way for retail investors to get exposure. Not a recommendation.
Broad commodity allocation for diversification
The guest argued it is a good time to have a small allocation to broad commodities in a portfolio for diversification, especially during periods of geopolitical tension and supply volatility.
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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.