Michael Covel's Trend Following cover image

Ep. 1134: Derek Lidow Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

00:00

The Rise and Fall of Venture Capital

Venture capital firms correctly assessed that the pension firms were going to have trouble meeting their mandates on the return. SoftBank as an example, boy. Isn't his story? I mean, that is one of the wildest rides. You could not make up that guy's story in fiction. It's completely amazing. There is no second act without that Alibaba investment. Quite amazing.

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