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00:00 - Intro
01:16 - Feel free to share this podcast with like-minded friends using this link: https://top-traders-unplugged.captivate.fm/listen and a big thank you to those who have left a 5-star rating or review on iTunes
02:36 - Macro recap from Niels
05:29 - Weekly review of returns
09:55 - How the change of tone from central banks affects the markets
18:29 - Trend Following in rising interest rate environment
25:19 - Including carry trades in a Trend Following portfolio
36:12 - The future of the 60 / 40 portfolio
46:53 - Some takeaways from Alan’s conversation with Phil Huber on this week’s Allocator Series
52:43 - Why we might be entering a great period for Trend Following
01:01:56 - Benchmark performance update