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00:00 - Intro
02:51 - Summary of the week
08:35 - Industry performance update
12:21 - Discussion about CTA/Managed futures replication strategies
26:19 - Aligning incentives as a manager
33:28 - Aspect article in Hedge Fund Journal
46:47 - Article by Cliff Asness on Pure Trend Following
51:33 - Crisis Alpha vs the Perfect Portfolio
01:03:40 - Article by Morgan Housel on following Core Principles
01:11:15 - Confidence vs. Ability
01:14:33 - Coming up next week