Rusty Delroy is the master of hunting down the curve for value (only have to check the performance of Nero since inception).(0:00) Intro

(1:40) How to approach a market crisis

(7:08) Is Rusty going shopping soon?

(8:15) Trading lessons

(12:41) Timing a short

(16:08) Rusty reviewing Matty

(23:10) Using AI to trade

(30:50) Approaching Oil after a run

(38:52) Gold volatility

(40:58) Uranium narrative

(46:30) Rise of India

(51:10) Nickel and Indonesia

(53:30) Rusty reviews Matty's fund

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