The Importance of Natural Cycles

I was reading about something in your latest quarterly letter, and it just struck me as, wow, this guy's just really open-minded and open to a lot of different possibilities. It reminded me of interview Tom McClellan was one of the first interviews I did in this podcast when I went up to Seattle. And most people are like, what, what, crazy Tom? But he's not willing to dismiss something just because it looks crazy on the surface. He has an indicator that shows a correlation between water, ocean surface temperatures and interest rates over long periods of time.