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02:57 - Introduction to Aspect Capital
06:54 - Their Investment Philosophy
09:56 - Why does trend strategies work?
13:12 - A less uncertain period
15:44 - Too concerned about the sharpe?
20:38 - Which trends are most popular?
23:01 - Costumization - is there a limit?
28:58 - Staying diversified and improving models
34:33 - The research process
37:29 - A change in models?
40:15 - CTA Replication - good or bad idea?
46:01 - Their perspective on machine learning
49:33 - The risks of trend following
51:45 - Manipulated markets
53:04 - Their perspective on capacity and fees
56:26 - Setting expectations
59:05 - Simple vs. sophisticated
01:00:03 - Trend following disagreements
01:01:34 - Last words
01:04:01 - Thanks for listening