Ep. 1141: How Did They Know with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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Commodity Prices Reflecting Inflationary Episodes
When you get inflationary periods commodities tend to do well. All of the inputs dictate where that price is for a loaf of bread or a pint of milk or a gallon of petrol or whatever it is those prices are moving. strategies that can identify moving prices can trade along with that direction of movement and also exit when that trend finishes. That's the reason why we have some conviction in trendary inflationary periods but also I think investors are particularly coming around to that point of view as well.
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