The Wacky Hypothesis

I think there was less speculation than some of these markets. Maybe India, that might not be true even. But Brazil definitely there was less spec in that market and for a bunch of good reasons. And I've got another slightly wacky hypothesis, but why would you come to this podcast apart from to hear wacky hypotheses? Some of it is because now China is an outlier in this. Chinese stocks have been a disaster. One of the best trades I've done is not buying Alibaba. It just makes me think, oh God, they're going to ban me owning Chinese stocks at some point. So that's what happened in the case of China. In the case of Russia,