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0:00 - Intro
1:21 - Global macro review
2:42 - Weekly review of returns
5:15 - How lofty expectations are driving stock market prices
8:25 - What bond markets are telling us about the long prospects for equities
13:13 - Why we may be heading for an inflationary environment
19:05 - How CTA positioning is beginning to swing to the long side of equities
21:20 -Article on downside protection by Mark Zepczynski
28:29 -Article on high CTA returns dispersion by Mark Zepczynski
30:23 - Unveiling of guests, & more info, about our upcoming mini-series
44:47 - Performance recap