Zortix matched this thesis to Real estate ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Canada's real estate market lacks liquidity
The case was made that the Canadian commercial real estate market suffers from lower transaction volume and less debt liquidity compared to the US.
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.