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Episode TimeStamps:
00:00 - Intro
02:01 - Summary of the week
09:44 - Industry performance update
11:46 - Reflecting on the month of August
16:13 - Alan’s perspective on the Cliff Asness article
28:01 - The undisputed benefits of Trend Following
38:00 - Key takeaways from Jackson Hole
46:00 - Comment from BIS
49:45 - Are we leaving the 2% inflation target?
53:54 - Lessons from the Volcker tightening cycle
01:00:20 - Latest piece from Jeremy Grantham
01:04:23 - Thanks for listening
