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Episode TimeStamps:
01:23 - What has caught our attention recently?
03:00 - Industry performance update
05:32 - Reversions incoming?
07:06 - Q1: Regarding how to choose instruments in your trend following algorithm
14:20 - Getting the speed right
17:37 - Q2: At what point does volatility put an investor in a danger zone?
24:32 - Discussing the paper "Negative Crisis Beta" from Quantica
38:16 - Capping the beta
45:17 - The hidden market timing of CTAs
50:23 - The benefits of adding carry to your portfolio