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Ep. 867: Rebecca Henderson Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Importance of China in the Global Economy

I think the good news is China at the moment is more on board than the US is. I'm afraid they're getting control of the key technologies, that they're learning how to deploy them in ways that we are not. So I just want to hedge against that risk. So I'm going to be probably your only person you're going to speak to on an interview. They call communist, but all I see is economic development all day long. It's one of these odd things that takes place in a place like China or Vietnam.

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