Michael Covel's Trend Following cover image

Ep. 1050: Vitaliy Katsenelson Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

00:00

The Demoralizing Effect of the Liquidity Bubble

The stock market overall, it is very expensive. And then if you look at bonds, they are very expensive. Maybe this generation and I kind of see this in Bitcoin. The problem is they can afford not to carry because there is so much money in the system. If you don't realize, and I'm a value investor, the only thing that's left is really due fundamental research.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app