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00:00 - Intro
02:16 - Market recap
09:02 - New opportunities in the Currency markets
23:57 - Putting Trend Following performance in perspective
33:13 - Insights from “More Money Than God”
40:04 - Fixed income vs. equities...where to hedge against inflation
50:52 - Highlights from recent conversations with CIOs
58:49 - Commodities...Long Only or Long/Short?
01:09:20 - Overview of performance