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Welcome to the Risk Reversal podcast, and this is a special one.

The last time this gentleman was on was September 15, 2023, long overdue.

If you don't follow Mike Cow on Twitter, you're doing it wrong.

He is the man from a Canthos capital management.

It's hard for me to say it's a Greek peninsula, I believe.

Cal family office. Mike, how are you doing? All right. Thank you for having me back. It's always a

pleasure to reunite with an old Jay Aaron alum. That's exactly right. You know, the Aaron people

are sort of wired a little bit differently. And all the stuff that's been going on, specifically over the last few months, I mean, it's almost like we were made to sort of live in this environment. So let's sort of start there because I think you would submit, and I know that I've been watching this, some of the moves we've seen in currencies, in commodities,

in the bond market, are unprecedented. So let's just take it from 30,000 feet and sort of,

...