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00:00 - Intro
02:45 - Market recap
04:32 - Overview of the week
11:35 - Question, ABE: What are your opinion on roll-harvesting strategies?
21:06 - What causes trends in markets?
43:05 - Is it too late to invest in trend following?
50:22 - Risk mitigation and investor perception of Trend Following
58:42 - Key insights from the Allocator series so far
01:06:51 - Update on performance