Ep. 977: Trend Following Kick Ass Reminder with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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The Economics of Portfolio Construction
There are different strategies for different reasons, but is there a strategy? Do you think across these managers, these traders, it's perhaps more repeatable. I think what's common among these strategies is that they're not just this magic effort by this genius. There is an economic logic behind why they work. But at the same time, they require tremendous skill and dedication to execute them well.
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