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Ep. 896: Tim Koller Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Future of Share Prices in China

In most emerging markets, eventually the share prices do reflect the fundamentals of the business except in China right now. The government is involved so much in the market and you've got all these retail traders. You really want to market where the share prices are driven by sophisticated institutional investors who spend a lot of time researching and figuring out what a company is worth. US still though is the most dynamic, the most innovative economy.

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