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Ep. 649: Jed Rothstein Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Dot Com Bubble and the Great Recession

I think in the case of these companies, I believe at certain points there were definitely, you know, people were making bad choices. People were knowingly committing fraud and submitting documents to auditors and regulators that they knew were not true. It leaves us sympathetic to middle American investors who made these often in many times big personal bets on these particular Chinese firms. And then when it all goes terrible, everyone is like looking for assistance because I didn't invest in these companies.

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