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02:11 - Reflecting on the month of January
06:36 - Performance of trend following so far this year
14:43 - Industry performance update
15:43 - Managed futures - the ultimate diversifier?
21:24 - Will stocks and bondscontinue to move in tandem?
25:46 - Predictable diversification benefits
29:28 - The advantages of managers
41:40 - Why should managed futures work?
48:18 - Buy the dip
54:31 - Sticking to the data
01:01:13 - Gunslingers in the ETF space
01:05:59 - Thanks for listening