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 Richard Brennan and I, Niels Castle Alaston, where each week we take the polls of the global market

through the lens of a rules-based investor.

Now, before we dive into today's topics, I want to let you know that I will try to make our

systematic investor series a bit more focused on providing unique value to you as a listener,

and this comes as a result of some feedback I had this week from one of our loyal listeners.

What it means in practice is that I will move my macro-oriented weekly update to my

weekly email update that comes out every Sunday. So the podcast episode will be more focused and

potentially a bit shorter in time. Now, I'm going to do this on relatively short notice.

So just bear with me as I find my feed with this new format.

And of course, for those of you who'd like to get the short macro update

plus other relevant content each week,

and for some reason, I'm not signed up yet to my Sunday email update.

You just need to head over to top traders onpl plot.com forward slash TTIU dash news.

Okay, with that housekeeping out of the way, let me say hi to you, Rich. It's great to be back

with you this week. How are you doing? What's happening down under? All good news.

I'm getting a bit colder down here, but the markets, yeah, they've been an

interesting sort of state for the last few months. It's fairly flat for me, but we've had some

wiggles, ups and downs, but yeah, nothing to complain about, but I certainly haven't experienced

fantastic trends of 2022 yet,

but all systems are patiently waiting, ready to fire, if that event occurs.

...