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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 Evolution of ESG

In this day and age where people are looking at every piece of return, if something gets left out, I mean, it becomes very difficult to make those decisions. What is fascinating from my perspective is the whole ESG movement has morphed in a way that is alpha generating now. The customer mandate is about maximizing your returns given a certain level of risk.

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