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A warm welcome to the Risk Reversal podcast, a special one, Dan, because we're joined by Tom Lee,

chief investment officer at Fundstrat Capital and somebody that when he appears on CNBC,

that's when people turn up the volume and make sure they're watching.

Or if they don't catch it live, they go back and listen to what Tom had to say because I will tell you,

as most people know, over the last

couple of years, nobody's been more prescient and accurate in terms of the market than Tom Lee.

So Tom, welcome.

Thank you.

Good to see you guys.

Prescient, Tom.

Well, you've known Guy and myself, I think, for many, many years.

...