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Episode TimeStamps:
01:59 - Broad Macro observations
12:41 - How the economy responds to interest rates
17:03 - Moving in a new direction
20:54 - Reflecting on the month of February 2023
22:44 - Industry performance update
24:29 - Bloomberg article on CTAs impact on equity markets
31:41 - Colorful headlines
34:07 - Findings from Quantica paper on CTAs footprint
43:45 - Why trend following & How to do it?
50:47 - Takeaways from the CTA series
01:02:51 - Thanks for listening