Interviews mentioned: Danielle DiMartino Booth on Valuetainment and Ray Dalio on TED
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Episode Summary
0:00 - Intro
1:55 - Macro recap from Niels
7:06 - Weekly review of returns
8:09 - Top Tweets
36:58 - Craig: Question 1: Can Trend Following do well in a hyper-inflationary environment?
46:31 - George: Question 2: Have you discovered anything new from the 2020 crash?
53:49 - Performance recap