You're about to join Jerry Parker, Maritz Siebert, and Nealz Kostrup Larson on their 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 podcast series.

Welcome or welcome back to this week's edition of the systematic investor series.

With more at Cibber.9, it's Castor Blaston, where each week we take the pulse of the global

market through the lens of a rules-based investor.

If this is the first time we meet, our hope is that today's episode will trigger your curiosity

to check out the back catalog of all of the past episodes that you may have missed.

And also speaking about past episodes, for those of you who have subscribed to the podcast

via your podcast app, you will have seen the first five of our global macro episodes, which we highly

recommend you listen to. There are some amazing guests in the series. And of course, we would

be ever so grateful if you would take a few seconds out of your day to share it on your own social

media channels. As we truly believe, these will have investors make better and more informed

decisions as we go into a potentially even more uncertain future than what we have seen so

far. Mark's morning, all sure I say good afternoon. How are you doing? Yeah, lunchtime. I'm doing fine.

Hello from a rainy Sunday, Munich Day.

Yeah, well, here in Denmark, it's gray and windy. So not the summer that you kind of hoped for,

but there we are. It's probably a good day to do some podcaster, which is what we're doing.

Yeah. So, of course, I mean, if you look at the weather, you wouldn't notice that we just

completed another month, namely the month of July, which kind of to me was an interesting

month, right?

Because everything went up, well, I mean, almost.

But in terms of the main asset classes, you had stocks going up, you had bonds going up,

...