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00:00 - Intro
03:22 - Highlights from this week?
13:36 - Industry performance update
16:07 - AQR's latest article on managed futures
27:56 - The dual mandate and volatility "targeting"
37:55 - The private equity issue and innovation in Trend Following
43:48 - FT Article from Goldman Sachs about inflation and divergence
49:25 - How turning points impact your overall TF returns
53:17 - The 70 percent rule...and why it works for Trend Followers
56:03 - Hedgehogs vs. Foxes and drought in market liquidity
01:02:30 - Trend following vs. Momentum...can you tell the difference?
01:03:55 - “Entrepreneurs of errors”
01:06:01 - Supply, Command and End-user of commodities
01:09:02 - Thanks for listening