Thank you.

D'Ego, good to get you back.

It's been Diego, good to get you back.

It's been a while since you and I's chatted.

You've been on Real Vision a few times.

I think maybe just to start, just introduce people to what you do and kind of how you look at the world because I think it's a really interesting time and you know you've been coming on real vision over the years you've built your thesis and now it's all playing out.

So let's go through a bit of that.

The first bit of background.

Well, thanks for having me back.

It's been over five years.

I think since the first appearance and early days of real vision.

So my background is, I'm an engineer, I'm a mining and petroleum engineer,

originally from Spain.

I did my thesis in mineral economics and specialized in real options and that really

changed my life, changed my career. It gave me the opportunity to start in investment banking in London in the mid-late

90s. I was trading effects and precious metals with with JPMorgan and then I was with Goldman and Merrill, where I was eventually leading globally the business.

On the commodity side, I was in London, I spent some time in New York, and Singapore, where I spent a lot of time with Grant.

And then I moved on to the Bice side with my own firm, also with some large micro players like BlueCrest or Diamond, before I eventually

made it back home to Spain, where I'm a managing partner for

Quatrig Asset Managers.

And what got us together, I guess it was my third capacity,

so not just being on the buy side and sell side,

...