Ep. 931: A Crazy Damn Year with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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The Problem With Value Investing
I don't have a bad thing to say about being long stocks or anything that's in an uptrend has done really well regardless of some sort of idea about crisis alpha and hoping stocks go down so people will give me more money. If you were a value investor I look on that I'm not but I would think that when you've had a 10 year run like we've had what kind of style of investment could keep you in long at the top other than trend following it seems like everything else to be saying well hold on this is overvalued.
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