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Ep. 975: Alex Krainer Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Power of Fundamentals

Alex Castellanos: I just have never understood the logic of how the bucket of fundamentals connects to trend. He says Warren Buffett and Charlie Munger were actually momentum investors, which is another word for trend follower. Graham's outperformance over the benchmark over his 20-year career was the result of his investment in Geico," Castellanos says.

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