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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, Neil's Castro Blast, where each week we take the pulse of the global market through the lens of a rules-based investor.

Katie, it is really great to be back with you this week. How are you doing? What's going on where you are?

Things are good. It's, you know, good weather here in Boston, enjoying the summer.

Chilling in the Boston sun, hopefully. We've got a great lineup today. We've got a few talking points.

We're going to focus on your latest paper on the current state of the CTA and trend following space, but with a little bit of a difference,

I feel, compared to the other papers that have been coming out lately, so that's always great.

We've got a few other things we want to talk about, which are highly relevant for where we are

right now. And so, you know, super excited about our conversation.

But of course, as always, before we even get to that,

I would love to hear what's been on your radar the last few weeks, the last few days, whatever.

I mean, it's been fun.

It's summer.

I mean, I think you and I talk about this a lot. Like, I usually spend some time in Scandinavian the summer. And recently, I was actually here for the 4th of July, which I haven't done in a long time. And I was, it was so fun, so exciting. But I just couldn't believe, I forgot how much fireworks, or like, they're everywhere.

Like, everybody's obsessed, and there were explosions and lots of things happening that were bad as well, too.

So I was like really, I had forgotten, like, sort of remembering when I was a kid and really loving that Fourth of July.

So I think that that's been an interesting thing,

just kind of enjoying the, you know, U.S. holidays. Celebration. Exactly. Exactly. Good stuff.

Well, I've got a few fireworks myself on my radar, but these are more from our industry.

One thing that actually caught my eye,

which I thought that I didn't,

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