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SECTOR ETFITAXARBULLISHCore thesis · 5/5

No single ticker was named. Defense & aerospace ETFs are one way for retail investors to get exposure. Not a recommendation.

Emerging markets offer structural, diversified upside

The structural bull case for emerging markets relies on long-term s-curve domestic consumption growth and deep integration into key global hardware supply chains, paired with near-record relative valuation discounts.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Emerging markets offer structural, diversified upside · Zortix