Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Capital rotates from tech into value stocks
Sticky inflation and higher interest rates are driving a massive capital rotation away from mega-cap growth technology stocks into asset-heavy value equities.
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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.