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0:00 - Intro
1:45 - Review of last week’s episode with Jesse Felder
6:45 - Weekly review
11:00 - Top tweets
32:20 - Question 1: John; Are you always fully invested?
41:00 - Question 2: John; Across all trades, how much total risk is there in a TF system?
46:30 - Questions 3/4/5/6: Woody; What are the pros and cons of using managed futures in ETFs vs mutual funds vs other vehicles? Will liquid alts suffer from a big bank crisis? Do you need leverage and concentrated positions to get the benefits of managed futures? Is there a disadvantage of using 'blue chip' managed futures mutual funds?
1:07:30 - Question 7: Brian; Why do investors use Sharpe ratios?
1:15:50 - Question 8: Sam; What are your thoughts on price gaps?
1:19:30 - Questions 9/10: Andrew; Do you use Trend Following signals to manage your cash positions? How does DUNN use swaps in relation to fees?
1:26:50 - Question 11: Sam; Is there a time period that is too long-term for a trade?
1:31:00 - Performance recap