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00:00 - Intro
05:02 - What’s been on Jerry’s radar?
07:30 - Q1, Isaiah - Add trading styles or stick with the “Trend Following + nothing”?
19:31 - Q2, Nick - About leverage and using borrowed money
25:40 - Jerry's Tweets
38:30 - Consistency in returns & and how to achieve this
43:15 - AI and Machine Learning
49:27 - Divergent Regimes
56:51 - Geometry of trend following returns
01:01:04 - Inertia of success
01:04:45 - Deep Roots article by Morgan Housel
01:06:27 - Performance update