You're about to join Neil's Kostrup Larson on a raw and honest journey into the world of systematic investing and learn about the most dependable and consistent yet often overlooked investment strategy.

Welcome to the Systematic Investor Series.

Welcome and welcome back to this week's edition of the systematic investor series with Rob Carver and I, Neil's Castel Larsen, where each week we take the pulse of the global market through the lens of a roles-based investor.

If you're new to the show, I hope that today's episode will trigger your curiosity enough to check out the back catalog and listen to the past episodes that you may have missed.

Like my conversation with Alan last week, where we discussed if there are strategies that can be used to diversify your trend following allocations such as shorter termterm strategies or if the cost of smoothing out returns this way is just simply too high in the long run. But also, if you

missed our Wednesday episode, I would really encourage you to listen to this midweek conversation

we had with Sean Hackett, which I think was one of the most interesting

conversations of the year, not least because it's kind of outside my own area of expertise.

And perhaps it could be one of the most important ones for people who believe in having

commodities as part of their diversified portfolio. We know that weather can have massive impact

on commodity markets, but in a period where inflation is already elevated, the coming weather

volatility that Sean sees coming may well end up also having an effect on bond yields, on stock

prices and currencies in the coming year. So, as mentioned, I would encourage you to

go back and listen to these episodes when you're finished listening to Rob and me today.

Rob, great to be back with you this week. So much continues to happen between our conversations.

How are you doing? Yeah, it's quite good the listeners can't see the video fee because you're sitting there in your t-shirt,

looking nice and toasty and wearing a baseball cap.

And I'm here wearing about 17 layers and a very warm fleecy hat because it's minus four here.

And my wooden recording studio, unlike yours, is not very well insulated.

So, but it's sunny, which is nice.

But it is, you know, and obviously people from Scandinavia in Switzerland will say that minus four is summer.

But for us kind of feeble Brits, this, you know, the sudden plunge in temperatures has been a bit of a shock.

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