Zortix matched this thesis to Gold & precious metals ETFs as one way for retail investors to get exposure. Not a recommendation.
Unlocking vast 'mattress' gold into the financial system
The guest presented a thesis that mobilizing the massive amount of physical gold held outside the financial system (e.g., 'under mattresses') could dramatically expand the traded gold market.
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.