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Discussion points this week include, Volatility vs Risk, the differences between Trading and Investing, Zero Hedge\u2019s comment about CTAs & Trend Followers being useless, and the NY Times article on high market skepticism while prices continue to go up.  Also, should CTAs be used as a tool just for \u2018Crisis Alpha\u2019, or something more? Can Trend Following be used as a timing tool?  What is the best sample size and look-back period when testing a system?

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Episode TimeStamps:

00:00 \u2013 Intro

01:35 \u2013 Weekly review of performance

05:30 \u2013 Top tweets

24:30 \u2013 TF needs a better slogan than \u201ccrisis alpha\u201d \u2013 listeners are welcome to write in.

39:20 \u2013 Question 1: Antonio; How should TF work with traditional 60/40 stock/bond investing (and more on the podcast)?

56:20 \u2013 Question 2: Kevin; When backtesting do you have a preferred definition of what was and was not a trend or do you apply discretion?

01:03:50 \u2013 Announcement: Guest Jesse Felder coming on the show in a few weeks

01:04:35 \u2013 Benchmark Performance update

Paper Reference 1 \u2013 https://www.ahl.com/strategic-rebalancing

Paper Reference 2 \u2013 https://www.aqr.com/Insights/Research/Journal-Article/A-Century-of-Evidence-on-Trend-Following-Investing

Paper Reference 3 \u2013 <a href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3050736" rel="noopener noreferrer"...