But first, as always, is my partner in podcast, Scott Smith, who is TD Cowan's specialty salesperson for financials.

All right, Scott, what's going on in the market these days? Well, Jared, since we last got together, we really had the big change in the markets being the move higher in interest rates globally, which obviously has implications on housing, which I'm sure you'll dig into with other folks.

But between that and the fact that the Iran war seems to have definitively moved into a longer phase of of trying to strangle the Iran economy as opposed to winning in some sort of shorter term kinetic war has impacted oil prices as well.

That has driven up the inflation expectations.

And I think what that really yielded was what we got out of Warsh at Jackson Hole.

which did change everybody's perception a little bit about what the forward curve was going to look like.

I think we had been getting people, at least in the financial investor community, a little bit more focused on the idea that we were going to have a long period of no moves and that the next move would be lower post Jackson Hole, post some of these other inflationary data points.

Is there anything significant that you're looking for in these couple of weeks leading into the start of earnings season?