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00:00 - Intro
02:02 - What happened this week?
14:20 - Trend Following update of the week
16:55 - Replicating vs. hiring managers
22:30 - Reflecting on the past months market reversals
40:36 - Why is Trend Following performing well at the moment?
48:06 - Discussing Edward Chancellor’s interview
53:06 - Zoltan Pozsar’s article on war and interest rates
58:56 - Bridgewater article on inflation and conversation with Bilal Hafeez
01:06:45 - Thanks for listening