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03:20 - What happened this week?
11:01 - Individual Sharpe vs. Portfolio Sharpe
18:59 - Industry performance update
19:56 - Q1, Pete: Same rules for longs and shorts - why?
32:25 - Q1 Follow-up: Change position right away or wait for first new trade entry?
36:09 - Q2, Callum: Question regarding TTU series with Ryan O'Grady
40:57 - Q3, Tim: Questions regarding link between Performance and AUM
50:21 - The problem with flat fees
55:06 - The idea of change point detection
01:00:18 - The age of disconnect
01:11:01 - The impact of disruptors
01:17:04 - Final thoughts