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01:55 - A big week for Chairman Powell
10:59 - Industry performance update
14:07 - Global macro meets trend following?
19:52 - The spectrum of behaviour
25:47 - Balancing complexity and robustness
30:51 - Being aware of unexpected events in markets
34:31 - It takes two to crisis
39:06 - Are we approaching a de-dollarization?
41:56 - Is price all we need?
50:55 - Why do we need machine learning?
56:39 - Words of estimative probability
01:00:35 - Put the money where your mouth is
01:02:58 - Skew in trend following
01:05:38 - Thanks for listening