Zortix matched this thesis to Gold & precious metals ETFs as one way for retail investors to get exposure. Not a recommendation.
Precious metals as a necessary portfolio hedge
The speaker argued that given current fiscal and monetary policy risks, investors should have some exposure to precious metals as a hedge, with silver offering a different (commercial demand) thesis than gold (monetary hedge).
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.