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00:00 - Intro
01:52 - Summary of the week
08:34 - Industry performance update
09:54 - Reflecting on the month of September
14:38 - Why do we see trends in markets?
24:12 - Soft, Hard or No landing?
31:45 - Are we still in a commodity super cycle?
40:39 - Key takeaways from Alan’s road trip
48:46 - Article from Wall Street Journal on the UK Pension Fund debacle
56:27 - Thanks for listening