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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 Katie Kaminsky and I, Neels Kastrow-Larsen, where each week we take the pulse of the global market through the lens of a rules-based investor.

Katie, it is so wonderful to be back with you this week.

How are you doing? What's going on where you are? Good. Things are good. It's still summer. You know, it is so wonderful to be back with you this week. How are you doing? What's going on where you are?

Good. Things are good. It's still summer.

You know, it's warm still.

So trying to soak it in, I guess.

Yeah, make the most of it for sure.

Now, we have, as usual, a really thorough lineup of topics.

Of course, somewhat inspired by what's happened in the recent weeks. But before we get into all of that good stuff, as I always like to do,

I'd love to hear sort of what's been on your radar, market-oriented or not market-oriented

in the last few weeks since we spoke?

Well, I guess, you know, the market has been so wild. So let's talk about something else.

I mean, I think this summer has been so fun with all the different sports. And, you know,

obviously the Olympics, but I think we were also really excited watching the Euro Cup happened to be

in Spain when Spain won

and not at the actual game, but it was so cool because all the Spanish at the restaurant we went to

to watch it got up and started seeing the national anthem and I was like, I just love the Euro Cup.

It's so fun yeah so I guess

sports has been kind of a good distraction this summer it's been a great great

summer for sports funny you mentioned it my daughter actually was also in Spain when

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