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 back to Top Twitter's Unploked, where each week we take the pulse of the markets from the perspective of a rules-based investor.

It's Alan Dunn here this week, sitting in for Neals while he's away traveling, this week and next week.

And today I'm joined by Nick Baltus. Nick, good to see you. How are you doing?

Good to see you, Alan. I'm doing very well. I guess last day of the quarter and last day of the first half of the year, at least business-wise.

So I'm doing well, I'm doing well trying to keep up with my sleep patterns. We know we recently had a son, so like the second child, the family. It keeps me busy.

Absolutely. Well, congratulations on your great news. And you're looking pretty fresh.

You know, obviously our listeners can't see you, but I can. You're not looking too bad for a man who's been grappling sleep deprivation. But all going well, is it?

Yeah, I mean, I think it's still this honeymoon phase in just two weeks now. I think

they're still kind of feeling there in the womb, so they kind of sleep more than they will.

At least that's the experience I have for my first time. So let's see how the summer will play out.

But for now, for now, so far so good, I would say. Quite excited.

Great. Well, exciting times and congrats again. So it's a few weeks since you've been last on,

a lot going on in markets, obviously.

Anything in particular that's been on your radar

or catching your attention the last while?

I mean, I would say on the market side,

the interesting move we saw recently

was this maybe temporary loss in the carry space, you know, primarily driven by the Mexican

peso unexpected move following those elections. You know, part of that has been kind of recovered so

far. But this was one of the kind of data points we spent some time on. I think beyond that,

...