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Episode Summary
0:00 - Intro
1:09 - Macro recap from Niels
14:06 - Weekly review of returns
19:18 - Top tweets
49:01 - Question 1: Sam; Is it worth diversifying away from developed markets?
55:22 - Question 2: Edmund; Can you recommend any detailed backtesting software with the ability to test variable position sizes?
58:12 - Question 3: Drew; What causes you to make adjustments to your models?
1:06:14 - Question 4: Sebastian; Why is it so hard to be a successful Trend Follower, when it seems we as Humans innately like to follow trends anyway (ie. fashion, social media, tech)?
1:12:39 - Performance recap
1:14:16 - Send your questions in for our upcoming special guest, Andreas Clenow