Zortix matched this thesis to Gold & precious metals ETFs as one way for retail investors to get exposure. Not a recommendation.
Barbell portfolio: long growth stocks, long gold/copper
The guest's recommended portfolio construction for the current environment is a barbell of long growth assets (stocks) and long physical/precious metals (gold, copper), while being short duration.
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.