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Ep. 1173: The Right and Wrong Way of Trend Following with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
Will Equities Do Well in Rising Rate Environments?
Alex Castellanos: Trend following is maybe one of the few things that might do well, but let's talk about this for a few seconds. If yields go up, so the prices go down, we will be short bonds. At least we have a pretty good chance of making money in a rising rate environment than a fixed income portfolio," he says. "This is the perils of timing because you could sit there frozen like a deer in headlights"
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