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0:00 - Intro
1:24 - Macro recap from Niels
04:40 - Weekly review of returns
31:11 - Q1 & Q2; Robertos: Can Rob & Moritz explain the framework behind building block ‘volatility-targeting in his book ‘Systematic Trading’? Why does Rob, in his book, disagree with trading leveraged ETFs?
1:03:50 - Q3; Chris: Am I correct in avoiding the mini-futures in Silver market due to low liquidity?
1:10:08 - Trend Following: short-term vs medium term vs long term
1:18:05 - Performance recap