Jean Boivin of BlackRock writing the energy supply chain Shock is likely to be short lived. We see disruptions measured in weeks of rather than in months. John joins us now from March.And it's good to see you. Good to see you. Can you ignore this.No, cannot ignore it. But I think we need to two things need to be tracked. Right.We need to see the disruptions that they continue to evolve. And the Strait of Hormuz is the thing to watch. I mean, the flows of, you know, tankers and so on, we see going through.We ...

Looking at what you've been writing over the last couple of days, it seems as if you you maybe think that markets aren't reacting quickly enough to the developments in the Middle East. In which assets do you see that most notably, Mark is not a stock story, is it oil. It's not so much the speed of reaction. It's the it's kind of the delayed attitude is very complacent.I think that over the weekend, what we saw was a game changing event. I'm always in favor of not being too knee jerk. Monday's price action d ...