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Episode Summary
0:00 - Intro
3:30 - Weekly review
14:00 - Top tweets
26:55 - Question 1: Samuel; What is a good CTA trading cost hurdle rate?
34:10 Question 2: Samuel; Why do people say your biggest drawdown is always in front of you?
41:10 - Question 3: Michael; How much has your parameter set changed (and related questions)?
50:10 - Question 4: Francois; What do you know about Renaissance Technologies (Jim Simons)?
56:30 - Miami conference review+TF thoughts
1:10:00 - Performance recap