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Welcome to the Systematic Investor Series.

Welcome all welcome back to this week's edition of the Systematic Investors series with Richard Braylon and I, Niels Kastrelastel.

By each week we take the pulse of the global market through the lens of a rules-based investor.

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

How are you doing down under any big news in your part of the world?

Well, hi, Neil. It's great to be back. And look, not really from our side of the world, apart from the fact we've been glued to the television sets looking at the carnage unfold in the Gulf of Mexico with the two hurricanes they've recently had.

We call them cyclones down here, but they've had hurricanes up there.

And that's probably going to feed into the topics we talk about today.

But my heart goes out to all of those that were affected by those significant events,

both Helena and Milton.

Milton, we've still got to sort of uncover what the full effect was, but my wife and I

have been sitting here glued to the TV, thinking about our friends over there and hoping

that they're all safe.

But yes, it just goes to show in this world, expect the unpricted.

But fortunately, as we'll be talking later in our discussions, these models, these ensemble

models that they use for forecasting techniques are certainly better than what they used to be with the old methods of determining outcomes of weather events, and hopefully that's going to be an interesting topic today.

Yes, indeed. I mean, I know you kind of already jumped into my next question, which is what's been on your quote-unquote radar, pardon the pond,

for this last few weeks. And I agree. That would have been my topic as well. Clearly,

my colleagues are in Florida, in Stewart. Luckily, just a tiny bit south of where the path went through. And so they're not affected by it as such,

other than I'm sure it's been pretty windy and wet.

But I am quite impressed, generally speaking, when I visit Florida, which I will again in a couple of weeks,

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