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Episode Summary
0:00 - Intro
2:15 - Macro recap from Niels
5:14 - Weekly review of returns
52:51 - Q1; Fernando: How have your views on position sizing evolved over the years? What are your thoughts on managing drawdowns?1:03:18 - Performance recap
1:06:10 - Recommended podcast listening this week: Rishi Narang on the Chat With Traders Podcast & Keith McCullough on The Felder Report podcast
