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Episode TimeStamps:
02:34 – Thoughts on new mini series
09:46 – Battleship still floating?
11:56 – Q1, Markus: Richard's biggest takeaways in his backtesting
18:12 – Q2, Tim: About inconsistencies in the selection process
31:27 – Uncertainty rather than certainty
49:38 – Why not focus on other trends?
56:44 – Outliers – features of liquid markets?
01:03:28 – Everything is a process
01:12:21 – Managing risk in an uncertain world
01:21:24 – Thanks for listening