Ep. 674: Trend Following Mega Fifth Edition with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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How to Build a Model That Captures Trends
Martin: All assets have an equal opportunity to manifest trends. We try and avoid those built-in biases. I'm agnostic as to whether your regional equity market is in a bull trend or bear trend. The evolution of the portfolio construction theory and practice has been very useful, says Swenson. There's always some new thing that you hadn't thought about at this particular moment.
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