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, welcome back to this week's edition of the Systematic Investor series with Mark Resemsonski and I, Neil's Castrolassen, where each week we take the pulse of the global markets through the lens of a rules-based investor.

Now, for those of you who are regular listeners, this podcast series is all about voicing our differences on the one topic that brings us together, namely systematic investing using the often overlooked and very robust strategy of trend following.

We hope that today's episode will trigger your curiosity to learn more by diving into the back catalog and listen to all of the past episodes that you may have missed,

like last week's episode with Alan, where we unpacked ways to use trend following as part of a risk mitigation subset of a portfolio, as well as how you can approach building an

alternative investment portfolio, and much more. Also, I would encourage you to listen to

our Wednesday episode where this week I caught

up with two of the most popular global macro thinkers, namely macro alf and our own Jim Kazan,

where they had a solid discussion about how they see the current state of affairs somewhat differently,

I might add, when it comes to the future path of inflation and interest rates,

but they also found a few places of agreement.

So head over and check it out after you are done listening to Mark and me today.

Mark, it's great to be back with you after another week where more Fed action and important

economic data has been released.

But before we dive into all of this, how are you doing, how things were you are?

Good.

Always good to talk to you.

It's been about six weeks since the last time we were on together.

And something always happens in between, Mark, but there we are.

Now, Mark, I have to ask you a personal question, and that is, are you familiar with the TV series called Ted Lasso?

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