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SECTOR ETFXMECOPXMIXEDIn depth · 4/5

Zortix matched this thesis to Metals & mining ETFs as one way for retail investors to get exposure. Not a recommendation.

Russia and China as commodity supercycle winners

The relative case argued: Russia and China are positioned as winners in the commodity supercycle and geopolitical shift, while the US is a loser for taking orders from Israel and going to war with Iran.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Russia and China as commodity supercycle winners · Zortix