The Second Half Outlook: Imagination for Reality

We're recording this on July 24th listeners. We'll link to that in the show notes. So some people may know you from being on CNBC, Yahoo Bloomberg a lot lately, sharing your views on the markets. And for those who haven't caught you on there lately, you just released your second half outlook a couple of weeks ago. Where do you want to start on either look back and at the last seven months on what you've been surprised about? I'll let you take it wherever you're thinking.