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00:48 - What has caught our attention in markets?
04:08 - Construction portfolios with non-trend complimentary strategies
09:59 - What is driving non-trend strategies like carry?
17:28 - Adding carry to trend
22:52 - How to use utility functions
25:08 - Defining the variables
28:09 - Advice for implementing a carry strategy
36:22 - Nick's perspective on reversion strategies
40:21 - Moving beyond single stocks
47:48 - Skewness in commodities
54:30 - How climate change impacts investment strategies