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Episode TimeStamps:
01:10 - What happened this week?
03:24 - Industry performance update
05:07 - Q1, David: About the speed of execution
10:43 - Q2, Oliver: Trend following vs. stocks and bonds
16:08 - A discussion on smart diversification
22:21 - Shorter term strategies = more protection?
25:22 - The role of lookback
29:07 - Paper on economic trend
36:16 - Trend following vs. economic trend
45:18 - Withstanding the pain of long term trend following
54:16 - Capping equity exposure
56:08 - Is fee reduction alpha?
01:02:01 - Does CTA replication models = single manager risk?
01:04:04 - The problems with managed futures indexes
01:07:54 - Thanks for listening
