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Episode Summary
0:00 - Intro
0:51 - Macro recap from Niels
3:13 - Weekly review of returns
51:23 - Question 1; Brian: What are the main positions that you are in at the moment?
53:56 - Questions 2; Daniel: Does it matter how something has made a breakout?
57:50 - Questions 3, 4 & 5; James: What is the shortest timeframe you look at? Can Jerry share how his equity portfolio has faired during the Covid-19 crisis? How should you space apart chosen look-back periods?
1:18:30 - Performance recap
