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00:00 - Intro
02:15 - Update on markets
05:50 - What has caught attention and review on performance
27:08 - Status on Rob’s book
29:27 - Q1, What might next frontier be that seems silly today, but common sense later? Who's the next David Harding?
34:04 - Q2, Ravi: What are the implications to the markets and the wider global economy?
39:00 - Q3, Zoran: How do you navigate through such events (war in Ukraine) as a systematic investor?
46:00 - Q4, Richard: If trend following ever became overcrowded, could you identify it and would you take any action?
51:55 - Q5, Y:Should traders rely on the experience of past wars/conflicts or is this time different?
55:31 - Q6, Emre: Any advice on rebalancing my assets and portfolio?
01:02:35 - Q7, Gene: How do you and your guests reason about the timing of your trades?
01:08:03 - Q8, Akul: Why not dynamically change the allocations to different speeds of momentum?
01:14:32 - Q9, Zach: Is there a way to add trend following volatility instruments?
01:18:53 - Q10, Carl: How to rebalance between multiple strategies?
01:22:12 - Thank you for listening, and what's coming up