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Welcome to the Systematic Investor Series.

Welcome or welcome back to this week's edition of this systematic investor series with Jim Kassang and I, Neil's Castleblaston,

where each week we take the pulse of the global market through the lens of a rules-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 catalogue and listen to the past episodes that you may have missed, like my conversation with Mark last week, where we naturally discussed the fallout on CTAs from the Silicon Valley

Bank issue and a few other bank emergencies. We also discussed how we are in a period of, as Mark

calls it, the great bond repricing

and what that means for the economy more broadly, a topic that I'm sure we'll revert to later on today.

Also, I very much would encourage you to listen to our midweek episode, which was highly

interesting. It's a conversation for those who want to hear an alternative view in terms of

the world's largest country. McKinsey said that we are living in the Indian century.

Morgan Stanley believes that 20% of global growth in the next decade will come from India,

but our guest, Princeton economist Ashoka Modi, has a different view,

which he details in his new book called India's Broken.

And this turned into a fascinating conversation with Kevin on the podcast.

So head over and check that out after you've been listening to Jim and I today.

Jim, it is wonderful to be back with you this week. How are things

where you are? Doing good. I'm actually at the Grand Canyon with my kids, believe it or not,

looking out over the canyon, so hopefully inspiration today. No, it's been a while. It's wonderful

to be back on. Fantastic, good stuff.

Now, even though it's been a few weeks since we last spoke, within the last couple of weeks,

I would say it has been quite eventful. We've had a few bank failures. We've had central

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