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02:27 - Introduction to Transtrend
03:47 - The investment philosophy
17:55 - Being unconventional
21:27 - Pure trend following vs. Trend following plus
29:25 - What is the investment objective?
32:53 - Developing and evaluating systems
37:34 - Human + computer = better than computer?
40:34 - Weaknesses of CTA replication strategies
47:17 - Is trading more markets better?
51:54 - Managing risk and liquidity concerns
56:06 - Diversification strategies and fees
01:00:37 - The challenges of ESGs
01:05:43 - Taking the asset allocator perspective
01:08:49 - Is equity exposure better?
01:10:31 - What do you disagree with the most?
01:11:08 - Expectations for 2023
01:12:12 - Thanks for listening