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Hi, everyone, and welcome to the Week Ahead. My name is Tony Nash. Today were joined by Hugh Hendry. I dont think he needs an introduction, but Hugh is a founder of Eclectical and Macro, as well as being a hotelier in St. Barts and a lot of other things. Weve also got Tracy Shuchart with Hilltower Resource Advisors. And weve got Albert Marko. Guys, thank you so much for joining us. So much has happened over the last two weeks in the banking sector and especially over the weekend with Credit Suisse. So looking forward to a lot of this discussion. Weve got some key themes today. The first is banking systemic risk versus inflation. As the Fed meets, and as we sort out a lot of these banking backstops, I think theres a lot of discussion about which is more important right now. I think a lot of it is focusing on banking systemic risk panic, but well talk through that with Hugh. We also want to talk about higher rates and commodity cargo prices. Tracy brought some thoughts about that