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00:00 - Intro
01:58 - Summary of the week
07:49 - Industry performance update
10:50 - Q1, Matthijs: Using return stacking in portfolio construction
26:38 - Q2, Adding CPPI on top of Trend Following & using options
38:12 - Increasing uncertainty in the economy
56:13 - Building portfolios for different regimes
01:05:46 - Thanks for listening