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02:08 - Introduction to Quest Partners
03:34 - Their investment philosophy
07:35 - A structural change in markets
15:04 - Too focused on Sharpe?
20:55 - Creating momentum
24:18 - A move toward multi-strat?
37:35 - Managing the crowd
39:13 - The persistency of market environments
41:45 - A type of machine learning?
44:12 - The source of opportunities
48:34 - The "D" word
53:30 - Thoughts on CTA replication
01:00:12 - Being a short term manager
01:02:30 - Liquidity issues and changes in markets
01:09:15 - Trend following disagreements
01:12:46 - Expectations for 2023
01:14:15 - Thanks for listening