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00:00 - Intro
02:10 - Market recap
04:41 - What has caught Mark’s attention recently?
13:46 - Overview of the week
18:28 - Q1, Brett: Any thoughts on rebalancing based on performance?
30:45 - Trend Following, de-globalisation and the Dark Ages
47:15 - What happened at the LME?
59:18 - Fidelity, Ned Johnson III and the Kaizen philosophy
01:14:29 - Update on performance