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00:00 - Intro
02:02 - Market overview
03:52 - Major events of the month
16:00 - The importance of narratives
19:16 - How Jerry handles equities
22:39 - Q1, Michael: How does Jerry enter a new trade after he exited his first?
25:55 - Q2, Caleb: Backtesting using continuous futures contracts
30:02 - Q3, Adam: How to use stop losses and equities inclusion
36:09 - Jerry's big reveal: "CTAs focus too much on diversification and correlation..."
45:42 - Tweet 1: Improving equity risk concentration
50:53 - Tweet 2: Diversification - a free lunch
53:01 - Tweet 3: Predictable vs. unpredictable inflation
56:55 - Tweet 4: Tractors picking out sports cars from ditches
58:57 - Tweet 5: Doing what you want is what people actually want
01:02:09 - Tweet 6: Non normal world is uncapped
01:05:01 - Replicating CTA performance at little cost...Andrew Beer style
01:21:05 - Industry performance update