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Ep. 877: Andrew Lo and Jon Gordon Interviews with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Importance of Reconciliation in Economics

I think that more and more economists are coming around to my view, which is that it was a very inspired choice. One series of events after another started bringing more and more light onto the particular problem. It was really in 1999 that I finally started putting all the pieces together. This was after LTCM as well as the 87 crash, as well as a number of events in the market that really called into question how people behaved.

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