Zortix matched this thesis to Europe ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
France as the new eurozone problem child
The case was made that France, not Italy, is the current focal point of eurozone debt market anxiety due to political polarization and fiscal paralysis.
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.