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Ep. 916: JC de Swaan Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Future of ESG

There is realistically a high probability that new regulations are going to require companies to internalize the public costs of greenhouse emissions. What you're doing is you're positioning yourself well to generate excess returns relative to anyone else who's not decarbonizing their portfolio. Even if you disagree with the climate hypothesis from a risk management standpoint, you have to consider that the other side is not giving up their side, their opinion.

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