Notes:
[02:05] Amazing journey of his life. Stock broker, businessman, Vietnam war veteran, comedy magician

[04:25] His quest to find minimum bear market exposure and going through various investing philosophy

[05:35] His experience with some industry legends and books that guided him

[07:37] Learning from bad traders

[10:30] His views on systematic trading v/s discretion trading

[13:30] The detailed explanation of the concept of dual momentum

[21:20] Timeframes used to do the research and for what time frame it works

[23:35] The impact of transaction costs

[27:15] The resistance to follow momentum strategy

[32:35] Does the benefit remains with more people following this strategy

[36:35] Indicators of some value

[38:58] Dual Momentum and SIP

[40:00] Dual Momentum with Long & Short Stocks v/s Long Stocks and Long Bonds

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