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02:16 - The current macro picture
15:56 - Trend following update
18:04 - Current markets and asset allocation
28:07 - Papers on the CTA industry
38:15 - Fast vs. slow trend systems
42:32 - Reflecting on the TTU CTA mini series
49:12 - The multi-manager perspective
56:42 - Feedback on the TTU CTA Mini series
59:07 - Thanks for listening