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Welcome to the Systematic Investor Series.

Welcome, welcome, welcome back to this week's edition of the Systematic Investor Series with Andrew Beer and Tom Robill, who is a director within the capital consulting and capital introductions team at Prime Services and Clearing at Sochgen, as well as myself, of course, Nils Castro-Larsen,

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

Andrew, Tom, it's great to have you both on the podcast this week.

How are you keeping? How was your holidays? What about you, Andrew?

Oh, holidays were wonderful, thank you. I'm struggling with the tail end of a cough,

so you're going to hear a very raspy version of me today. But again, it's always a pleasure to be here.

Absolutely. How about you, Tom? How are you doing? Very well, thanks, Neil. Delighted to be on.

A long-time listener, but a first-time contributor, so thank you for having me on. It's so weird. I mean, obviously, we've crossed path for many, many years, and we should have had you on a long time ago, so we're

going to make up for that today and hopefully in the future as well. You know, I think that,

I think this conversation, we're kicking off, kicking off a new year. I think we're going to

be touching on a lot of really important topics when it comes to the CTA industry, but also at a very important time,

actually, and you both bring some unique insights that I'm very excited to share with our audience.

So I have been looking forward to this quite a lot. Now, before we kick off with all the CTA-focused stuff, I'm always curious to what you have

been keeping an eye on, anything that's been on your radar.

So I'll let you go first, Andrew, on this.

Anything that you've been pondering over the holidays?

I think, I mean, to me, the most thing that I'm watching probably most closely

outside of the space is just what's going on in the political sphere.

And in the U.S., you know, the, I find it absolutely fascinating how this, the Trump administration is bringing back a sense of animal spirits

back into the U.S. And again, my mother's side family was has been involved in. They're always

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