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Timestamps
01:28 – Introduction to Razvan Remsing and Aspect Capital
06:50 – A critical time for portable alpha products
18:25 – The evolution of the sophistication of investors
25:44 – Why trend following is the magic sauce to your portfolio
33:07 – Are investors sleeping on portable alpha strategies?
37:07 – The state of the CTA space from a global macro perspective
45:14 – The total portfolio approach
52:48 – Razvan's perspective on replication strategies
58:14 – Key advice for working with clients