Zortix matched this thesis to China ETFs as one way for retail investors to get exposure. Not a recommendation.
Venezuela deal's core motive: deny rivals
A key motivation for the Venezuela oil deal was framed as keeping the massive reserves away from America's enemies, namely Russia and China, who had sweetheart deals under Maduro.
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.