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Episode Summary
0:00 - Intro
1:37 - Macro recap from Niels
3:10 - Weekly review of returns
11:55 - Top tweets (starting with tweet about recent Cliff Asness article from AQR)
50:48 - Announcement of future podcast guest, Andreas Clenow, in January 2020
53:47 - Question 1: Mike; How would you differentiate Trend Following from a typical Long-Volatility strategy?
57:50 - Question 2 Drew; Does the strategy of buying into a Trend Following fund during its drawdowns count as a form of Value Investing, and therefore, hypocritical to Trend Following philosophy?
1:03:37 - Performance recap
