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00:00 - Intro
02:14 - Summary of the week
11:47 - The Challenges of Manager selection
18:22 - The Influeence of Randomness
25:57 - Alan's own Vulnerability
28:16 - The 5 Step Solution
30:03 - When the honest answer is what investors want to hear
46:42 - The evolution of the 60/40 portfolio - Barrons article
55:51 - Trend following in the Press
01:02:53 - Will we ever go back to "normal"
01:06:11 - The Great Demographic Twist
01:09:00 - Performance Update