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02:32 - Broad macro observations
10:21 - Consumer confidence and political obstacles
14:44 - Looking towards China
18:53 - Trend following update
24:38 - Q1, Lawrence: What to do when approaching retirement drawdown?
29:53 - Q2, Lawrence: How can smaller investors benefit from allocating to CTAs
31:31 - A trend following rollercoaster
36:33 - Using risk mitigation strategies
45:52 - Risk mitigation in pension funds
50:57 - How to build an Alternative Portfolio
01:00:06 - What does the future holds for trend following?
01:04:51 - Thanks for listening