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welcome everybody delighted to have David colum also on X or Twitter davidb colum um uh on board with us man of the markets man of macro views uh and what a time to have him on first of all David for the first time thanks for joining us and welcome um Iamp;#39;m glad to be here thrilled to be here actually uh recent interesting events uh and something youamp;#39;ve been highlighting is the tenuousness of our system whatamp;#39;s your take on markets events and general geopolitics at this key moment well so Iamp;#39;m a very long-term guy so if you look at my investing career itamp;#39;s itamp;#39;s you know get it right every 10 years type of an approach so you know and I would say out of the last four decades I got three of the four correct um in some cases really well uh the Roid Rage of the last of the teens I I missed um the the I I thought the market had another having in it um in 09 and so I said ah this is a sucker this a sucker about dead gamp bouns you $30 trillion dolla
