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Episode Summary
0:00 - Intro
3:14 - Macro recap from Niels
6:36 - Weekly review of returns
57:46 - Q1; Mike: How useful do you find capture ratios when analysing performance?
1:08:29 - Q2; Andy: What do you think about utilising a CTA or Trend Following ETF?
1:14:42 - Q3; Craig: Do you think CTAs are missing out by not trading small-cap crypto, and do you think they will eventually?
1:24:03 - Performance recap
1:25:25 - Recommended listening or reading this week: MacroVoices Podcast featuring Juliette Declercq
