Ep. 1177: Two Trend Following Minds with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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The Evolution of Portfolio Construction
In 2008, the Swenson model of diversification was you got to don't just have US equities, have global equities. Now you're diversified. And at the time that was perceived to be a very valid and very useful form of diversification. So I think it's exciting and it keeps me young and it keeps my research team young and energized because there's always some new, new worldview that you should explore.
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