Ep. 519: Another Mega Trend Following Episode with Michael Covel on Trend Following Episode
Michael Covel's Trend Following
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The Benefits of Traditional Portfolios
The benefits of traditional portfolio is the inequities portfolio, which is what writers on the storm concern itself with. We didn't set out to produce something that assisted our portfolio's inequities. It just so happens that after 14, half years, this is observable fact. But it wasn't what we set out to do. How do you describe operationally to investors? So, we have a crazy period in the market, something like October of 2008 and your portfolio starts to do well. Equities are doing bad. When equities start to go bad, people start to sell. What operationally is happening that gives you the benefit to ride this increased volatility,. This increased directional trending within your
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