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0:00 - Intro
1:05 - Macro recap from Niels
4:04 - Weekly review of returns
5:42 - Niels: For some context, tell us about little about your journey in trading so far.
17:58 - Niels: How have you made Trend Following strategies work on stocks?
22:48 - Niels: Why have you chosen to only trade equities on the long-side?
34:21 - Niels: How do you operate your different types of trading systems? Do you always run them at the same time?
38:37 - Moritz: How do you help your clients today?
48:29 - Moritz: Do your clients ever have enough impact on the market to cause you to adapt your systems?
53:07 - Niels: Do you operate your US stocks portfolio the same as on Australian stocks?
58:47 - Niels: Are the Australian equity markets liquid?
1:00:53 - Niels: Why do you think the recent crash is similar to 1987?
1:16:30 - Question 1: Michael; How do you incorporate Risk Management into your system?
1:24:19 - Questions 2&3: Michael; How should I size positions for trades based on Moving Averages? Can you recommend any Trading books, especially related to Risk Management?
1:30:40 - Performance recap