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00:00 - Intro
02:26 - The stark warning from Niall Ferguson
07:01 - What happened this week?
10:35 - Industry performance update
12:47 - Q1, Irwin: Turtle trading and the use of ATR for position sizing
23:19 - The relationship between trailing stop and volatility
32:45 - Simplicity and sticking to your model
39:32 - Is the 60/40 portfolio dying?
53:31 - The principle of return stacking
01:04:52 - Thanks for listening