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SIMON BROWN: Yes. That we absolutely do, in every sense of the word. If we look towards the election – as I said, it’s three months away – we can expect politicians to do what they do best, which is to say lots of wild and crazy things. And then of course there’s a result and maybe there’s a coalition, maybe there isn’t. I don’t know. We are not the political experts here.FRED RAZAK: Oh, absolutely. Investors are cautious of this type of time.
But then there are the other situations that are much more lucrative, obviously, where the markets show crazy volatility, no rhyme, no reason, over-reaction, emotional trading. SIMON BROWN: And then it occurs to me – because I said a moment ago maybe actually sit it out – maybe trade it, but perhaps position size is part of the way we manage that risk then.
FRED RAZAK: Absolutely. And you also have to factor in the X factor, which is we’re not prophets, we don’t know what’s going to happen. Could there be an upset? Could there be something else? Could there be a change and people are going to react adversely to it? Could there be the same thing and people are going to react adversely to it?
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