Zortix matched this thesis to Metals & mining ETFs as one way for retail investors to get exposure. Not a recommendation.
Commodities in a deglobalizing, neomercantilist world
The guest argued commodities should do well in a more zero-sum, neomercantilist world where supply chains are deliberately disrupted as a strategy.
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.