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Episode TimeStamps:
01:09 - What has caught our interest recently?
02:27 - Industry performance update
06:16 - Misinformation - a global threat
12:14 - The drivers of price
17:17 - Finding the optimal lookback period
22:48 - Managers have different personalities
29:53 - What makes up good trend following performance?
32:24 - Diving into principal component analysis
39:32 - More markets = better returns?
44:54 - Diversification can come in many forms
49:37 - How will trend following perform in different cycles?
54:34 - Thanks for listening