Ep. 904: Roger Martin Interview with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
00:00
The Importance of Citizens Recognizing Their Shopping Patterns
I think there could have been different reactions if the underlying situation were different. I will never want to say that somehow I anticipated George Floyd and the reaction to George Floyd in the project. It's a really tricky conundrum, isn't it? You could argue that that's just the second wave. The first wave was Walmart killing all the local little stores and having everybody go to their super centers. Now it's the second wave, but I think your fundamental point, which boy, when it happens, it can happen kind of really big, really kind of faster than you might expectreally excessively.
Transcript
Play full episode
