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Episode TimeStamps:
02:09 - Introduction to Richard Liddle and Gareth Abbot
05:19 - How did they get into investing?
09:43 - Why trend following?
13:55 - Solving the market puzzle
15:36 - How they designed their strategy?
18:46 - The reason for their market selection
24:18 - Why exactly 21 markets?
31:13 - How did they design their system?
39:47 - Why they don't trade hundreds of markets
42:08 - What timeframes and models do they work with?
50:13 - Controlling the heat
55:31 - What is "heat" in a portfolio?
57:26 - How do they manage the heat?
01:00:06 - How they use dynamic position sizing
01:05:00 - Thanks for listening