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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 Andrew B. and I, Neil's Castle Alaston, where each week we take the polls of the global

market through the lens of a rules-based investor. Andrew, great to be back with you this week. How are you keeping? Where do I find you

today? I'm back in the New York area and thank you. It's great to be back here. I really appreciate

the invitation to return. So you're watching following the U.S. Open, I imagine, or not?

I am not. I was a huge tennis man. I played tennis all my whole youth.

For some reason, I just stopped having any interest in sports about five years ago.

And so I'm in this embarrassing state now when people talk about the stuff.

I have absolutely no idea what they're talking about anymore.

I'm unbelievably good with baseball in the US up until about

1985 and then I kind of go dark. Fair enough. Anyways, we've got a great conversation lined up

today. But before we do that, before we dive into all the topics, we, or I like to just ask

what are you keeping an eye on at the moment?

What's been on your radar?

Any particular things you see happening around the world that you think might be interesting?

Well, I think the most interesting thing is the fact that it looks like rates are not going down soon.

And I think, you know, I think the

whole dynamic of rising rates, you've had fast portions of the asset management industry

that we're desperately hoping. Like, I mean, as rules-based investor, you know how bad it is to

hope that a trade that is going against you is not going to is, is not going to continue to go against you.

And, you know, it's the worst heuristic bias that people have when it comes to investing.

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