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0:00 - Introduction
3:13 - Macro recap from Niels
8:16 - Weekly review of returns
13:54 - The benefits of keeping it simple
17:20 - Why you should take every trade & follow your rules
26:16 - Jerry’s incredible story from his journey with Richard Dennis’s ‘Trading Turtles’
27:30 - Some more thoughts on Volatility Targeting
48:19 - The best performing sectors historically among Trend Followers
50:24 - The deep history of Trend Following investors
51:31 - Cliff Asness quotes from the Flirting With Models podcast
1:00:41 - Performance recap
1:31:00 - Some personal highlights, on our 100th episode