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we live in a fantasy world now reality has been destroyed this is the time that you really need to pay attention the probabilities are overwhelming on Golds side that is the best environment to see goals increase its size [Music] welcome to Palisades Gold radio Im your host Tom modrics joining me today is Julian brigdon co-founder of macrointelligence 2 Partners how are you today Julian Im great thank you very much for having me on the show Tom really looking forward to this conversation I know its been a a long time coming and looking forward to digging into some of these macro themes with you but Id like to start with you know seeing that we we just experienced the fastest rate hiking cycle in U.S history to you know combat inflation theres been much talk of the FED pivot as they slowed the the pace of rate hikes of course it seems that the FED is also focused on Breaking the fed put behavior in the markets I believe that your your view is that rates stay higher for longer so