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Episode Summary
0:00 - Intro
1:28 - Macro recap from Niels
4:13 - Weekly review of returns
12:34 - What is risk management?
57:50 - Q1; Michael: When you trade foreign instruments, do you trade them in their native currencies?
1:00:54 - Q2; Jim: Does the need for diversification outweigh the benefits of concentrated gains?
1:14:37 - Performance recap
1:08:45 - Recommended listening or reading this week: Hidden Forces podcast, Kyle Bass on the Macro Voices Podcast & Jack Schwager on the Systematic Investor Podcast