Zortix matched this thesis to Emerging markets ETFs as one way for retail investors to get exposure. Not a recommendation.
Emerging markets offer efficient non-tech diversification
Broad emerging markets exposure provides an effective low-friction vehicle for diversification away from concentrated US mega-cap tech.
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.