Zortix matched this thesis to Metals & mining ETFs as one way for retail investors to get exposure. Not a recommendation.
Miners vs gold ratio breaking 13-year range
The case made was that the XAU/Gold ratio breaking above a 13-year consolidation range signals a major, sustained revaluation of mining stocks relative to the metal.
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.