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00:00 - Intro
01:57 - Review of this weeks events
09:42 - Q1, Andre: What to expect after a good run in Trend Following returns
13:51 - Q2, Ryan: How to use Average True Range (ATR)
27:05 - Q3, David: Performance in public mutual funds vs. offshore funds
32:07 - Q4, Paul: When to switch from Initial to Trailing stop and sizing your position
39:56 - Q5, Victor: How did Jerry manage to give back 200 ATRs in TESLA?
47:17 - Q6, Victor: How to Allocate your Risk Budget to avoid running out of cash?
53:41 - The different meatnings of “Alts” when it comes to investing
01:02:04 - Commodity Super Cycles - a false narrative?
01:09:51 - How Trend Following adapts to ever chaning market regimes
01:13:02 - What to expect from Trend Following in the long run
01:18:37 - Industry performance update