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02:18 - Introduction to Winton
05:05 - Their investment philosophy
09:25 - Where does opportunities arise?
10:18 - What caused them to reduce emphasis on Trend a few years ago?
13:48 - Too concerned about Sharpe?
16:39 - The value of Crisis Alpha
20:09 - Changing the trend following narrative
22:41 - What about the non-trend?
25:22 - Need for speed?
27:49 - Their research process
31:19 - Accessing big events in markets
35:00 - The pros and cons of machine learning
38:16 - Trading and selecting parameters
42:23 - The risks of CTA replication
44:57 - More markets = better?
50:09 - Staying balanced
52:23 - The strategies in a broader perspective
54:18 - Working with clients
55:22 - Their approach to risk manangement
01:00:18 - The worst possible scenario
01:01:24 - Preparing for the worst?
01:02:37 - Question about capping the ability to go long stocks
01:03:59 - How many trend followers do you need?
01:05:14 - Setting return expectations
01:07:33 - Trend following disagreements
01:11:05 - Expectations for 2023