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02:44 - Introduction to Troy Gayeski
11:36 - A top-down macro perspective
19:43 - The state of the 60/40 portfolio
26:37 - How do investors react to the interest rate?
30:47 - Analyzing the alt space
35:50 - Advice for allocating to real estate
40:00 - An overweight of privates?
44:02 - A mockdown in valuations - an unfolding process or mostly done?
46:30 - Opportunities and positioning in the liquid space
52:42 - Building a diversified liquid alts portfolio
55:09 - Is old school global macro still viable?
57:15 - Troy's perspective on AI tools
01:00:25 - Advice for other investors
01:02:54 - Thanks for listening