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Ep. 1094: Sachin Khajuria Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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Is There an Opportunity in Private Equity?

Investing in insurance businesses that are not direct correlated to the makro of economy, but correlated to the supplyad demand of capital going into insurance. The recession that followed the financial crisis, and lot of businesses struggled. Some of these businesses would have fallen on their backs, and private equity was there to lend to them or build them up. We're looking at potentially, potentially a leverage buy out of twitter by a tack industrialis, by a visionary, bylon mas. Who else could do that?

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