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0:00 - Intro
1:26 - Macro recap from Niels
3:00 - Weekly review of returns
29:11 - Top Tweets
50:16 - Dante; Question 1: What software do you use to monitor your portfolios?
52:15 - Andrew; Question 2: How much importance do you place on the effect of pyramiding into & out of positions?
59:28 - Mike; Question 3: Do you size positions based on volatility, and how does this affect correlations?
1:04:12 - James; Question 4: Do you believe particular markets ‘trend’ better than others?
1:11:44 - Performance recap