Ep. 1165: Big Events with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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Big Event Hunting - Is Response the Answer?
Clients must already have an appreciation for the pitfalls of relying on short-term performance data before they can appreciate us. Julian Robertson publicly slammed his constraints, comparing them to a necessary but incompetent baseball umpire. One of the great investors likened it to a batter not having an umpire. If you don't have an umpire, you can wait for the fat pitch.
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