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02:19 - Reflecting on the TTU CTA series
04:57 - Performance update
09:59 - Q1, Gene: Question about underfitting and overfitting
16:47 - Q2, James: What types of stops are commonly used in moving average systems?
18:49 - Q3, Chris: How far back do you go in backtesting?
22:20 - Q4.1, Kyle: What happens if an FCM goes belly up?
26:37 - Q4.2, Kyle: Questions regarding "Following the Trend" by Andreas Clenow
39:22 - Applying a commission rate for your backtest
44:22 - Q5.1, Matthijs: The optimal moment to roll a contract?
46:14 - Q5.2, Matthijs: View on adding a defensive strategy to a multi-strat CTA?
47:52 - Q5.3, Matthijs: Why limit trend following to a small part of your portfolio
49:35 - Rob's article in FT
58:27 - Investor survey from BNP with predictions for 2023
01:00:49 - Diversification across instruments
01:06:49 - Thanks for listening