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1:35 -Weekly review
5:30 -Top tweets
24:30 - TF needs a better slogan than “crisis alpha” – listeners are welcome to write in.
39:20 - Question 1: Antonio; How should TF work with traditional 60/40 stock/bond investing (and more on the podcast)?
56:20 - Question 2: Kevin; When backtesting do you have a preferred definition of what was and was not a trend or do you apply discretion?
1:03:50 - Announcement: Guest Jesse Felder coming on the show in a few weeks
1:04:35 - Performance recap
Paper Reference 1 - https://www.ahl.com/
Paper Reference 2 - https://www.aqr.com/
Paper Reference 3 - https://papers.ssrn.com/