Before we get going, here's a bit where I remind you that nothing we discussed should be considered as investment advice.

This conversation is for informational and hopefully entertainment purposes only.

So, while we hope you find it both informative and entertaining,

please do your own research or speak to a financial advisor

before putting a dime of your money into these crazy markets.

And now, on with the show.

Well, welcome everybody to a long overdue episode of The Narrative Game

and joining me and bringing all his knowledge on the subject in question is my dear friend,

the wonderful, the one and only Dr Ben Hunt-Ben. How are you, my friend?

Doing great grant, right back at you. Good to see you and you're right, long overdue.

Long overdue. Well, there's so, so much to talk about, as always.

And, you know, I sit back and watch with just so much admiration the way you do what you do

and the way you cover all the stuff that's happening. And every time I get a chance to sit down

and talk with you about it, I grab it with both hands because I always come away from these

conversations so much better informed and, you know, with so much to think about.

And I spend a lot of time thinking about this stuff as it is.

And damn it, if you don't send me back to the drawing board every time,

I kind of throw my rudimentary guesses about what's happening into the pot.

I mean, you slap them back at me and I wander away my tail between my legs, but so happy to have

so much more to think about. Well, the very generous I'd be grant. And it's again,

right back at you. Well, listen, the place I want to start this conversation with is a narrative

that has been around for some time. And I followed it very closely for a decade now.

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