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Ep. 840: Dan Ferris Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Importance of Cyclic Housing in America

Before 2008, no one called housing in America cyclical. That was bad for guys like me because that's why people soured on value investing. Your demographic could be spot on, but I think the way it plays out in financial markets tends to be more cyclical anyway.

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