 Well, it's great to be with you as always, Nathan. Thanks so much for having me. I think this is just yet another example of how we think the second half is going to be very different than the first. I've been sort of saying it's a bit of a tale of two halves. The first half of the year has been effectively a straight line higher. Nothing can stand in the way of that market rally. Second half is going to be a very different story. We think it's going to be kind of zigzaggy and choppy from here, given where valuations are.