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00:00 - Intro
02:21 - Market recap
04:55 - Update from Rob
14:50 - Q1, Adrian: “Good” criterias for stock selection?
22:32 - Q2, Emre: Arguments for mixing positive/negative skew strategies?
28:12 - Q3, Blink18: What to do with uninvested cash?
33:45 - Q4, Harry Hindsight: What do big research teams really do?
42:38 - Q5, Richard: Should the class level of an instrument be a criteria for inclusion?
48:34 - Q6, Adam: Difference between moving average crossover and breakout strategy?
54:14 - Q7, James: Common methodologies for position size?
57:34 - The Financial plumbing
01:05:20 - Fixed income markets are not all the same
01:11:20 - War Stories
01:17:25 - Performance