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Ep. 1154: Harris Kupperman Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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How to Be a Commodity Trading Advisor

I feel like Wall Street does a really miserable job valuing an industry that is undergoing dynamic change. The thing is a trade to me and I can wake up in the morning and have my strongest held view changed just over coffee. But I find that when you overlay trading with valuation it works the best. There's a lot of these catalysts that set off an inflection but I'm just looking for those inflections, he says.

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