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00:00 – Intro
02:02 – Market overview
03:52 – Major events of the month
16:00 – The importance of narratives
19:16 – How Jerry handles equities
22:39 – Q1, Michael: How does Jerry enter a new trade after he exited his first?
25:55 – Q2, Caleb: Backtesting using continuous futures contracts
30:02 – Q3, Adam: How to use stop losses and equities inclusion
36:09 – Jerry's big reveal: “CTAs focus too much on diversification and correlation…”
45:42 – Tweet 1: Improving equity risk concentration
50:53 – Tweet 2: Diversification – a free lunch
53:01 – Tweet 3: Predictable vs. unpredictable inflation
56:55 – Tweet 4: Tractors picking out sports cars from ditches
58:57 – Tweet 5: Doing what you want is what people actually want
01:02:09 – Tweet 6: Non normal world is uncapped
01:05:01 – Replicating CTA performance at little cost…Andrew Beer style
01:21:05 – Industry performance update
203 Systematic Investor Series ft. Jerry Parker – July 30th, 2022 on Top Traders Unplugged.