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00:00 - Intro
02:23 - Key Events from this week
11:15 - Industry performance update
16:25 - Q1, Matthew: The potential risks for trend funds in a global reset event?
25:18 - Research paper from UBS about CTAs and quant strategies
39:55 - Digging into the global fixed income markets
44:44 - Strong US Dollar and intervention in the Yen market
49:29 - Is the panic yet to come?
55:02 - Closure and dealing with uncertainty
01:03:15 - Thanks for listening