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Episode TimeStamps:
00:00 - Opening and the start of 2026
03:21 - A fragmented global order and what it means for trend following
08:55 - Why coordination fades and imbalances persist
12:41 - Early market signals and unusual positioning
14:34 - 2025 in review, concentration and recovery
17:36 - Familiar pain and familiar payoffs in trend following
23:00 - Timeframes, diversification, and ensemble thinking
28:37 - Brakes and acceleration, trading the now
40:58 - The future as unfinished, not hidden
49:54 - Prediction versus participation
53:53 - Optimization, comfort, and hidden fragility
01:02:49 - Predetermined response and process control
01:05:30 - Closing reflections and looking ahead
