In short: "A screaming buy" for a one-to-two-year trade — his capitulation model scores Indonesia a category-five hurricane (oil move + political risk), near a record low; the Argentina-2023 analog (he bought before the Milei election) but even more washed out.
EIDO holds Indonesian stocks. His "capitulation model" scores how washed-out a market is, like rating a hurricane category one to five — and Indonesia just went through a category-five (an oil-price shock plus political risk), trading near a record low. That's "a screaming buy" for a one-to-two-year trade — the same pattern as Argentina before the Milei election, which he bought and made money on, only even more beaten down here.
43:46Do you have a preferred emerging market play, this question coming from Arnie, for those looking to diversify outside of developed markets? Okay. So we have a capitulation model that's like kind of like, is this a category one hurricane, a category two, category five, which would be the most damaging. Indonesia has gone through a category five hurricane with the moving oil. Once again, countries, and then you put political risk with the moving oil. The capitulation score we have there is like one of the highest. And typically when you buy that type of capitulation score, there's an ETF, I think it's EIDO or IEDO. That's Indonesia ETF, I think is a screaming buy.
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