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00:00 - Intro
02:36 - Review of the market action post CPI data
07:27 - Industry performance update
11:35 - Q1, Gareth: Emphasising recent performance vs. over optimisation
21:13 - Q2, Antonio: Why not use a smaller sample size?
41:45 - What does warehousing risk mean?
50:52 - Tails, you win - Analysis of Morgan Housel article
56:50 - Top 3 things that matter the most in Trend Following
01:05:58 - Thanks for listening