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00:00 - Intro
02:14 - Q1, Zach: Have we seen the end of the carry regime? And what are the indicators?
14:16 - The perfect year for trend following?
25:52 - The wrong kind of volatility?
31:04 - Trend vs. Tail Hedge
43:04 - What is happening with volatility?
50:38 - What did we learn from the year 2022?
01:00:40 - The future for Crypto
01:11:37 - Coming up next week