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Episode Summary
0:00 - Intro
3:01 - Macro recap from Niels
22:22 - Weekly review of returns
42:34 - Q1; Mike: Do you know of any Trend Followers who use the Black-Litterman model in their work?
55:31 - Q2; Michael: Should you combine the weight of more than 1 entry signal, for added effectiveness?
1:02:30 - Q3; from Twitter, for Rob: Do you have any update on using forecast-strength in a trading system?
1:09:02 - Q4; from Twitter: Is it possible to have too much of an allocation to Trend Following strategies?
1:22:28 - Performance recap
