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 or welcome back to this week's edition of the Systematic Investors here with Rob Carver and I, Neil's Castle Larsen, where each week we take the pulse of the global markets through the lens

of a rules-based investor. Rob, wonderful to be back with you this week. Hope you are well. How things

in the UK?

It's hot, which is a mixed blessing, I think. But yesterday I came with the perfect strategy.

I spent the whole day in a beautifully air-conditioned conference room at a conference.

And then after the conference, we were invited up to the roof terrace, which had a fantastic

view of the Londonondon skyline and

there's a quite a pleasant evening and a very nice place to spend the evening drinking free wine and looking out on a wonderful view and the temperature got down to the point where it was very pleasant indeed

sounds like a good day in the office for sure um we got a great episode lined up, lots of interesting topics, three questions,

some articles, but of course, as we normally do before we head into all of that, always

curious to know what's come across your radar lately? Well, Niels, unfortunately, I'm going

to break one of the Cardinal Rules of TTIU, which isn't, of course,

the first rule, which is don't talk about TTE. I'm afraid I have been unfaithful and I have

been listening to another podcast. Yeah, so it's the Money Stuff podcast by Matt Levine and

Katie Greifield of Bloomberg, which is, you know, obviously I would never normally even think about

listening to the podcast, but this episode from last week had on one of my favorite people, Cliff Astor

and it's a great podcast. He talks a lot about back testing, about risk factors, about momentum,

so all the things that I know other people people who are listening, would be interested in.

So perhaps just for once, break the rule, turn away from TTIU, just listen to this one episode,

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