Zortix matched this thesis to Defense & aerospace ETFs as one way for retail investors to get exposure. Not a recommendation.
Fiscal deficits limit political spending promises
The guest argued that market participants should fade political promises of new spending, like a 'Trump dividend', due to a lack of fiscal cushion from high existing deficits.
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.