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Ep. 1154: Harris Kupperman Interview with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
How to Be Honest With Your LPs
I believe very strongly that you need to be upfront and forward with your LPs. Look at all these large private and VC firms that lost a fortune in FTX. Anyone who has done any amount of due diligence would have known there was a problem there. Most of what we own is deeply distressed, deep value that's inflecting positively but we sometimes dabble in things that are somewhat questionable.
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