Welcome to Trader Talk. I'm Kenny Polcari, your host, and thanks for joining us. And today, we're talking to Jan Salaj, who is Reflexivity CEO and co-founder, and Jay Hatfield, who's the CEO and CIO of Infrastructure Capital Advisors.Gentlemen, thank you for joining us, and welcome to the conversation. There's so much to talk about, but we're going to start right away with what's happening to the price of oil now that we've got this at least a 60-day ceasefire deal. We've seen oil come down 27% in the last ...