...(Event Instructions) So Mark, thanks again. Given we have most of the major alts here at the conference, I'm starting all the conversations with similar high-level macro questions. So given your position as one of the largest credit managers in the U.S., I think it's best to start there. I sense there's, despite the market recovery, increasing concern about stickier inflation, higher for longer rates, slowing economic growth and what that means for risk assets. What's your latest thinking on those issues? And do you agree with the concern that a lot of people have. Marc Lipschultz ...