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00:00 – Intro
01:52 – Summary of the week
08:34 – Industry performance update
09:54 – Reflecting on the month of September
14:38 – Why do we see trends in markets?
24:12 – Soft, Hard or No landing?
31:45 – Are we still in a commodity super cycle?
40:39 – Key takeaways from Alan’s road trip
48:46 – Article from Wall Street Journal on the UK Pension Fund debacle
56:27 – Thanks for listening
212 Systematic Investor Series ft. Alan Dunne – October 1st, 2022 on Top Traders Unplugged.