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SECTOR ETFIWMIJRBULLISHIn depth · 4/5

No single ticker was named. Small caps ETFs are one way for retail investors to get exposure. Not a recommendation.

Rotation into South Korean small caps

The guest presented a rotation thesis favoring neglected South Korean value small caps over mega-cap tech, driven by attractive single-digit P/E valuations and landmark corporate governance reforms.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Rotation into South Korean small caps · Zortix