Zortix matched this thesis to Regional banks ETFs as one way for retail investors to get exposure. Not a recommendation.
Opportunity in specialized lending niches
The speakers argued that lending opportunities exist in specialized, less-trafficked markets where detailed knowledge creates an inefficiency, such as life sciences, asset-backed finance, and infrastructure.
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.