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01:08 - What has been on our radar recently?
09:44 - Industry performance update
15:33 - A new war in sight?
21:17 - News about the US savings rate
23:54 - A positive outlook for productivity?
30:13 - CFM paper on the benefit of non-trend strategies
41:57 - J.P. Morgan paper on the outlook of the 60/40 portfolio
50:28 - Quantica paper on trend vs global tactical asset allocation
58:12 - FT article on Blackstone borrowing to boost lending power
01:03:35 - Thanks for listening