Zortix matched this thesis to Lithium & batteries ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.

US infrastructure hampered by lawyers, not engineers

The guest argued that the US struggles to build cost-competitive infrastructure because its system is 'run by lawyers' leading to red tape, litigation, and high costs, unlike China which is 'run by engineers.'

Exploding Kittenson The Tim Ferriss Show