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Welcome to the Systematic Investor Series. You know, Hey, Hey! Sh! Welcome and welcome back to this week's edition of the systematic investor series with Nick

Bolters and I, Neil's Castor Blasen, where each week we take the polls of the global market

through the lens of a rules-based investor.

Nick, it is wonderful to be back with you this week. So much continues to happen between our

conversations and, you know, now we have the highest rates in the US since, I don't know for

how long, but quite a long time. How are you doing? How are you keeping up?

I'm doing very well. I'm happy Friday, Niels. I'm just looking for some summer, very, very busy.

Summer so far, I would say, a significant amount of client activity. But yeah, I'm looking forward to

a break. How are you? Yeah, no, doing well. It's interesting because it's not like it feels like the

market's a particular busy, but I do sense the same kind of activity underneath everything, which is good, I imagine.

Now, before we dive into all of the things we have lined up today, and as usually, you're bringing

some, you know, really sort of academic points

that we're going to be, or angles we're going to be talking about. I'm always interested to

hearing kind of what's been on your radar, sort of a big picture, anything in particular

that had caught your attention. It could be, you know, whatever you want to

bring up really, Nick, before we dive in. Where are you focusing your attention at the moment?

Sure. So I think client activity is the one that typically determines, you know, how we become

busy, but also I think it's a proxy of how the

market kind of performs as a as a whole so i think last time we spoke a couple of months ago

it was this pendulum between being more defensive or risk on you know i think this this this

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