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Welcome to the Systematic Investor Series.

Welcome and welcome back to this week's edition of the systematic investor series with Jim Kassan and I, Neil's Castablaston, where each week we take the polls of the global markets through the lens of a rules-based investor.

Jim, great to be back with you, as always. It's been a busy few weeks since we last spoke.

How are you doing?

Doing well.

This summer is at its best part here in Chicago.

So we're enjoying the weather here, and school's about to start.

So we're going to the fall, which I think has not only an effect on us as humans, but obviously the markets as well.

Yeah, no, absolutely.

Now, we've got a really good lineup, very expansive.

We probably won't get to all of the points, but we'll be tackling as many as we can.

But before we do that, I always like to know kind of what's been on your radar the last few weeks.

There's so much noise out there. I was just wondering if there's anything that caught your attention other than the topics, of course, we're going to be speaking about.

Yeah, I think the biggest stuff is from 30,000 feet, the kind of push and pull that we see from a macro kind of overhang,

things that move much slower, bigger liquidity issues, the news that keeps coming out tied

to those bigger structural issues, and then the underlying flows, which have been very,

very supportive, actually, in the context of that big macro

liquidity kind of issue. So that push and pull, I think, is that tug-of-war, which we've seen a lot

over the last several years, is particularly becoming more prominent, more dynamic.

It's a sumo market. These guys are really big pushing back and forth something

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