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Hi everyone, welcome to the Real Vision Daily briefing live from New York City.

I'm Maggie Lake. Here with me today is Rao Powell, co-founder of Real Vision and CEO. Hey Rao.

Great to see you, Maggie. So we have somebody else with us. You can't see, but we have a roomful

of our first cohort of VIPs. I know you're not supposed to make noise. How about a round of applause?

So everybody, no, there you go. Super excited to have them all with us. We're holding an event

here in New York and there's one in happening. We think it's happening or happening. Probably

still happening in London right now, which we're super excited about. You can find out more about

that. We'll tell you a little bit more in a bit. But it's great to be here with you, Rao. Yeah, I'm excited.

So we're wrapping up the end of our two-week content campaign, Crash or Boom, how to profit

on what's coming next. And we've had some really interesting conversations. You and I talked

last week about the first week and really sort of digging into what's behind this divide. So people

kind of generally feeling like all of the fiscal spending kind of offset this aggressive

monetary tightening we've seen through the timing off for a lot of people made it a really tricky

environment. So there's a lot of agreement around that, consensus around that. But then what to do

about that? What happens next? Wildly divergent views. This week we had, I think, good representation

from the hard asset crew. Let's call it a lot of talk about things being different, maybe being in

a new regime. Let's listen to some highlights from that and then we'll talk on the other side.

The challenge is that most investors have some version of 60-40, whether they like to admit it

or not, that's essentially what their exposures are. And what is 60-40 particularly good at,

...