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Episode TimeStamps:
01:16 - A flurry of activities
04:05 - The state of VIX and how newspapers and media measure uncertainty
09:11 - How do trend followers take advantage of the uncertainty in markets?
12:50 - What are the components of the regime shift?
16:04 - The implications of the regime shift
17:57 - Industry performance update
19:21 - The state of bond markets from an uncertainty perspective
21:16 - Do indices differentiate between different kinds of uncertainty?
24:45 - How the Trump administration contributes to increased economic uncertainty
28:58 - Are we entering a new, golden age?
33:31 - Do other strategies need adjustment to adapt to the uncertainty?
37:31 - Anything is possible
44:01 - Mastering the balance between convergent and divergent strategies
51:51 - How the banking sector could become less stable the coming years
56:05 - Analyzing economic shocks using a complex systems framework