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okay [Music] thank you for joining me im gort long a reminder before we begin do not trade from any of these slides their commentary for educational and discussion purposes only always consult a professional financial advisor before making any investment decisions it is pretty clear what the story is in the equity markets today by simply looking at the distinct messages coming out of the other financial markets that is the credit dollar and bond markets together tell us the story we will look at these markets in this session but in the context of being a mid-year update to our year beginning under the lens video on our macro themes for 2022 i show here the your beginning agenda with the six macro themes we discussed at that time we also discussed in our long wave video investment themes for 2022 highlighted here in red as you can see our discussion today on the credit dollar and bond markets addresses the areas highlighted in both the investment themes areas and two of the macro them