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02:23 - Introduction to ROW Asset Management
05:18 - Their investment philosophy and objective
11:43 - Should we worry about our sharpe?
16:31 - What to expect from pure trend
20:04 - Their research process
24:00 - Making changes to the system
26:40 - Their thoughts on machine learning
28:53 - New areas for research
30:52 - How many markets should you trade?
35:18 - Their thoughts on replication
38:49 - The risk of replication
42:02 - Managing drawdowns
45:16 - How they use trend following
46:46 - Managing risk in their portfolio
50:21 - Talking fees and capacity
01:00:17 - Running a multi asset portfolio
01:05:24 - Disagreements in trend following
01:07:54 - Expectations for 2023
01:11:53 - Thanks for listening