Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Interest rates insufficient to explain value-growth
The thesis presented was that the common explanation linking low interest rates to the outperformance of growth over value is empirically weak and based on implausibly large growth differentials.
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.