Zortix matched this thesis to Homebuilders & housing ETFs as one way for retail investors to get exposure. Not a recommendation.
OSB supply crunch precedent
The guest cited the oriented strand board (OSB) market as a precedent where a detailed supply analysis correctly predicted a massive price spike when demand reached a critical level.
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.