Mailchimp would like to talk to you about customers.

A customer is what happens when marketers fail to personalise their marketing,

grouping customers with very different behaviours into one tangled mess.

But with MailChimp, marketers can use real-time behaviour data to personalise every email for every customer.

So get MailChimp and turn your customers into customers.

Into it MailChimp, the number one email marketing and automation brand.

Based on customer numbers for verification email, advertising at MailChimp.com.

Hey everyone, today's Real Vision Daily Briefing is sponsored by Crane Shares.

Learn about their KRBN ETF at craneshares.com forward slash KRBN forward slash real vision.

Now to the top analysis of today's markets.

Welcome back to week two of Crash or Boom, where real vision investigates what's happening

in what may be an inflection point in markets with some of the biggest names in finance.

I'm Ash Bennington. Today, I'm joined by Harris Coverman and Louis Gov.

Let me set up the context here for this conversation.

Last Friday, we had our CEO and co-founder Rao Pal on his show,

Rao Pal, the journeyman.

Speak with Juliet DeClerk. As many of you know, Juliet DeClerk is ex-head fund,

ex-investment bank. And now has her own shop JDI research on this episode.

Rao and Juliet talked about where we are in the business cycle.

The consensus, of course, is for a soft landing.

Rao is bullish as many of you know.

Juliet talks about her thesis that the recession or slowdown has already happened and that we

...