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00:00 - Intro
01:58 - Summary of the week
07:51 - Industry performance update
15:38 - The optimal allocation
24:42 - Trend Following the most consistent part of the portfolio
37:22 - Are we moving into a new era?
47:37 - Reflecting on the conversation with William White
52:29 - Unforeseen consequences of QE
55:40 - Thanks for listening