Ep. 1061: Four Voices with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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The Paradigm Shift in Investment
I think that's what you're really getting at is sometimes there are these paradigm shifts. Maybe this is not one, but it sure is. I mean, employment numbers are order of magnitude off the charts from what we previously experienced as an extreme. People look, they've narrowed their investment beliefs and focus now to either I'm long equities or I'm long fixed income. And we're back into that sort of very primitive thought process right now.
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