Zortix matched this thesis to Commodities & hard assets ETFs as one way for retail investors to get exposure. Not a recommendation.
Labor and food are historically cheap assets
The guest presented the thesis that labor and agricultural commodities represent historically inexpensive asset classes relative to the broader economy.
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.