Zortix matched this thesis to Oil & gas ETFs as one way for retail investors to get exposure. Not a recommendation.
Canadian microcaps challenged by resource weighting
The guest argued that investing with a value tilt in Canadian microcaps is frustrating due to the benchmark's heavy exposure to natural resource companies.
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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.