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00:00 - Intro
02:26 - What happened this week?
11:32 - Industry performance update
15:41 - Q1, Daniel: Tight or loose pants for different lookback periods
22:52 - Q2, Henrik: Trade-offs between different position sizing schemes
34:51 - Trading opportunities that uncertainty brings
48:02 - Why is trend following so great in times of uncertainty?
01:17:49 - Thanks for listening