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Ep. 1192: Scott Patterson Interview with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
The Importance of Discipline in Portfolio Management
Diddy Air Sone is an interesting guy. He's not predicting the so-called Dragon Kings, if she calls them his black swan. Same thing happened with trend following. They all flocked to it. Like, for example, Wynton Capital out of London got to $30 billion under management after 2008. Those strategies didn't do so well for a couple years and they started losing investors. It's a hard strategy for portfolio managers to stick with.
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