Zortix matched this thesis to Infrastructure ETFs as one way for retail investors to get exposure. Not a recommendation.
Deglobalization drives small/mid-cap industrials
The case made was that deglobalization and reindustrialization benefit small and mid-cap industrial companies with high operating leverage.
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.