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Episode TimeStamps:
00:00 - Introduction and welcome
01:05 - A disrupted start to 2026
03:10 - Narratives, information, and price formation
07:06 - Why stories often fail to move markets
09:31 - Recurring themes and market attention
10:59 - Strong early conditions for trend following
12:01 - Dispersion across strategies in 2025
15:06 - Familiar patterns in an unfamiliar year
18:42 - Speed versus universe in trend design
23:17 - Why recent outperformance can mislead
31:08 - Institutional views on trend following
40:21 - Nonlinear time series momentum research
50:30 - Autonomy of trend and crisis behavior
56:35 - What theory explains about trend robustness
59:00 - Closing thoughts and next episode
