And then welcome back to Real Vision. It's the first time you and I have actually sat down to chat.

So I'm really looking forward to it.

Yeah, nice to have me. It's great to meet you.

Can you give people a bit of background about yourself, just so those who aren't familiar with you know a bit more about you?

Yeah sure my background blends kind of engineering and finance so I've been investing since I was like you know really young but my career path started and out in engineering and then I

graduated shifted more towards kind of engineering management and engineering the

managing the finances of engineering facility while shifting more and more into applying that kind of

quantitative background to finance investing. So that's kind of how I approach things in a

pretty quantitative way. And so what do you do now exactly?

So I run Lynnalln.com, which is a research firm, so I have a free newsletter and then I have a paid service that, you know, it's kind of, um, it has a blend of, uh, you know,'s kind of um it has a blend of you know kind of high net worth retail

investors like retirees and then all up to the professional investors so kind of a

lot of it kind of take some of the complex kind of macro topics that might be more covered in institutional research and then distills them for a broader audience. That's kind of the main focus.

So how did you get into macro to start with what we're out of engineering which is a detailed discipline process into macro which is a broader process how why did that happen?

It was a gradual transition because so I actually started more in individual stock analysis and I still do that because I feel like the bottom-up analysis and the top-down analysis they help inform each other. So sometimes the bottom level analysis can inform my view of the top as well.

But I started out in the individual stocks, but I you know over the years I realized that we're in a very

macro heavy environment.

It's kind of, you know, I referred to as the end of a long-term debt cycle or, you know, fourth turning.

You can kind of call it different ways, kind of a large kind of transition.

And so I realize that, you know, the individual stock analysis

is only capturing a part of the picture

and that I really have to look at macro

and to kind of move assets around kind of big, you know,

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