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 and welcome back to this week's edition of the Systematic Investor Series,

Will Mort Sebert and I, Neil's Castro Blasner,

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

And let me also say a warm welcome if today is the first time you're joining us,

and if someone who cares about you and your portfolio recommended that you tune into the podcast,

I want to say a big thank you for sharing this episode with your friends and colleagues.

It really does mean a lot to us.

Moritz, it's great to be back with you this week.

It's been a little while since we've done one of these systematic investor conversation. You were one of the founding co-hosts of this particular series many,

many moons ago. So I've been looking forward to this. How are you doing? Likewise, Neels,

thank you very much for inviting me. It's great to be back as a guest. I'm still one of your co-hosts with the open interest. You are indeed, yes. I'm really looking forward to that and chatting about all things that,

you know, you and I both find interesting. Yes, exactly. We're going to talk about some,

you know, usual wide-ranging topics relating to trend following. We're going to be talking about

a paper that the company I work with Don Capital

put out last week. So there's going to be a little bit for everyone, I think. But of course,

what I always like to start out with is something completely different. And that's just to

see what's going on in your, when you don't look at markets and you're not looking at what the algos are doing,

what else has been on your radar lately?

Yeah, we're on vacation at the moment, so we're pretty much dialed back from things.

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