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00:00 - Intro
02:21 - What happened this week?
06:24 - Industry performance update
09:19 - Is it too late for trend following?
24:47 - The impact of fast information
30:59 - The human element of policy
38:36 - Quit vs. grit
42:16 - Diving into the crypto world
50:50 - Mind your liquidity
56:17 - Periods, ages and regimes
59:40 - The end of globalization & what this means?
01:03:12 - Being a data detective
01:06:01 - Final thoughts