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00:00 – Intro
02:14 – Summary of the week
11:47 – The Challenges of Manager selection
18:22 – The Influeence of Randomness
25:57 – Alan's own Vulnerability
28:16 – The 5 Step Solution
30:03 – When the honest answer is what investors want to hear
46:42 – The evolution of the 60/40 portfolio – Barrons article
55:51 – Trend following in the Press
01:02:53 – Will we ever go back to “normal”
01:06:11 – The Great Demographic Twist
01:09:00 – Performance Update
194 Systematic Investor Series ft. Alan Dunne – May 29th, 2022 on Top Traders Unplugged.