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00:00 – Intro
02:02 – Weekly recap from Niels
04:39 – Weekly review of performance
23:00 – Q1 Zack: How should I calculate the risk-to-stop metric?
28:42 – Q2 Peregrine: Vetting new investors for their ability to handle risk
42:09 – Q3 Graham: Can you detail some of the definitions of a breakout?
47:24 – Trend Following versus Momentum
01:00:58 – Molecule crisis and just-in-case commodities with ESG unintended consequences
01:08:31 – Data versus stories and when to apply the ‘Moscow Rules’
01:15:00 – Benchmark performance update
01:15:52 – A big thank you to listeners of the show for leaving your 5-star reviews on iTunes, and feel free to share our link with 3 of your like-minded friends: https://top-traders-unplugged.captivate.fm/listen