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Episode TimeStamps:
01:10 - What's been on our radar recently?
05:09 - Industry performance update
06:51 - Q1, Nicolas: Can you replace price with sharpe and trend follow that input instead?
17:52 - Q2, Andrew: Is there any validity in having additional accelerators in a system and how would it be used?
25:03 - Article: Are trend following CTAs truly long volatility?
33:26 - Article: Breaking bad trends
42:19 - Know when to be long and short
45:15 - Article: Managed futures rotation
52:40 - Sometimes good enough is good enough
57:02 - The future of the 60/40 portfolio
01:03:57 - Thanks for listening