Zortix matched this thesis to Homebuilders & housing ETFs as one way for retail investors to get exposure. Not a recommendation.
Homebuilders as a hated, contrarian turnaround bet
A contrarian case was presented for homebuilders and land companies, framed as one of the most hated industries poised for a potential turnaround driven by government action on the housing crisis.
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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.