@ODELL and @Marty Bent I am glad that RHR is back to it's roots and covering things that matters and that you have some clue about. Listening to you while you were trying to be "macro" experts and reading your own tweets on air or what you wrote in your newsletter was painful (looking at you Marty). So I stopped listening for quite a few months.. But I listened to the last 2 episodes. And they are full of value again. Thank you!