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01:04 - What's been on our radar recently?
06:02 - A growing appetite for trend following?
10:45 - Who is to blame?
15:03 - Commoditization in managed futures
20:16 - Is commoditization the "right" word?
21:38 - The best way to express an equity value strategy
25:05 - How the SG Trend Index has evolved over time
30:10 - The evolution of the trend following industry
37:01 - A case of market segmentation?
40:00 - Are ETFs the future?
46:27 - Managed futures and trend following in Europe
52:24 - A discussion on fees
54:54 - Capacity - a reason for concern?
58:59 - The Alpha of Ugliness