Kanish Chugh

And if it is, that's okay.

But just if you're taking that short-term, medium-term view, then that's what you're doing.

You're not taking a long-term view.

So an example, there was an ETF launch recently because of COVID.

It was a COVID ETF.

Or there was an ETF in the US launch called WFH, working from home.

Now...

I like the idea that the underlying stocks within that, you know, things like zoom or Microsoft, you know, really, you know, linking back to the remote work and what we're doing here.

The fact that we're going to do this podcast remotely, um, with you guys in Melbourne, I'm in Sydney, but it doesn't necessarily for me, um,

but that's not a long-term thematic.

That is a short to medium-term thematic that may not exist in the future.

That, for me, is more of a technology play.

So that's what I would say.

We don't have those ETFs, by the way, in Australia.

We're still very much in the long-term disruptive megatrend area.

But just make sure when you think about thematics, think about it the same way you do sectors and their satellites.

Yeah, exactly.

And possibly longer.

So if I was to take robotics and automation and I was to say, well, that actually already impacts my life now.

So I've got a little robotics vacuum cleaner.