summary, that's where I'm at. I'm thinking about it in a very simple way, because I want to have a framework that helps me invest, and also I found that simple things make the best results. It's a very simple thing. It's a reelection cycle. The policymakers are very incentivized to keep this together until the election. After the election, that's a different conversation we can have later. But until the election, I think everyone is motivated to just keep this together. And Shrub and I actually, our views come together around a lot of what he just said in an interesting way. I'm happy to accentuate on some of the points. Sure. Yeah, well, I'll tell you what I was going to ask and then feel free to add to it. What I was going to say is that this kind of seems to kind of fold into a framework that you have. You could refer to it as, I mean, I would call it America's Becoming Brazil. That's sort of the way I think of it. But it aligns with a more emerging market framework where in (34/57)
You are viewing a single comment's thread from: