 Clay Travis and Buck Sexton on 101.9 FM and 1340 AM and NFC Nation Station. I'm Pat Woodard and this is Stiefel Investor Insights. Stiefel, where success meets success. Today I'm joined by Michael O'Keefe, Stiefel's Chief Investment Officer. Michael, I know you and your team have a way of tracking the chances of a recession happening anytime soon. Can you explain how that works? Pat, I'm happy to.