Real Vision daily briefing live without a net. I'm here once again with Ed Harrison. Ed, welcome.

Looking good, Lewis. Looking good. Billy Ray, I think. How are you, man?

Good. I am very good. I haven't seen you since. Hey, just Friday in fact that we were together

live the first time in what 15 months I think it is. Yeah, something crazy like that. It's great to

see the world getting back to normal. It was great to actually get to be physically in the same

room with you and to do a daily briefing. What day was that? I've lost track. You're saying it was

Friday? That's right. Yeah, exactly. Because you were in Miami and now you're back in New York. It must

feel pretty weird. Yeah, it was really great. It was great being in Miami. I just want to say

at the top of the show, I was personally very touched to see how many people came up to me just to

take the time out to say hello to thank us for what we're doing and it's really great to be

able to do it. It's an honor to be able to do that and have so many people obviously watching what

we're doing and hopefully getting some value from it. So thank you so much to everyone who came up

and said hello. I'm going to be reaching out over the next couple of days. I was kind of overwhelming

how many people came up to say hello. So we're going to be reaching out in the next couple of days

to everyone. As you know, I'm the guy on RBDB who talks the least about crypto. I usually want

to stick to global macro, but I want to talk about the crypto confidence in that context just

because there were so many people from the global macro side moving over. I want to give you my take

on what this means, how I'm thinking about it and also get an understanding from you

of what your takeaways were because you were there for the weekend. You were there for longer

than I was and so I think that that could be a good way for us to think about the integration of

crypto into the investing landscape. Well, that's exactly right and I've been really excited to

hear the macro guy who spent a couple of days at the crypto conference. I'd love to hear what your

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