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Ep. 1190: Steve Burns Interview with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
The Problem With the Crowd's First Order Thinking
As you get older, do you find yourself given to what you know and the experiences you've had? It seems like the crowd's always doing first order thinking. Most stuff is just based on opinions and predictions and what they like and what they believe. Warm Buffett has no doubt about value investing. That's his mental model, period. Steve Burns is somehow or another in my mind. I literally recorded a podcast today that will come out before this episode of mine where I talked about the very thing that you just said. Literally to the word, almost feeling like this guy's reading my mind.
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