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Episode Summary
0:00 - Intro
1:41 - Macro recap from Niels
3:54 - Weekly review of returns
52:18 - Q1; Zack: Are there any known Trend Following strategies that increase position sizes as volatility increases?
57:55 - Performance recap
1:21:21 - Recommended listening or reading this week: Paul Singer on the End Game Podcast with Grant Williams, Corey Hoffstein on Bloomberg's Odd Lots Podcast & Jack Schwager on The Derivative Podcast