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Episode TimeStamps:
00:00 – Intro
02:24 – A massive thank you to listeners of the show for leaving your 5-star reviews on iTunes
02:57 – Macro recap from Niels
04:37 – Weekly review of performance
09:16 – The black hole of Jackson Hole and the 50th Anniversary of the Bretton Woods agreement
18:11 – The different types of liquidity
29:50 – How to measure a market’s true liquidity
01:01:37 – Integrating ESG into Trend Following
01:05:02– Benchmark performance update