Michael Covel's Trend Following cover image

Ep. 401: Ben Carlson Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

00:00

The Purpose of a Long Only Commodities Investment

A lot of people especially in the mid 2000s after they saw the stock market crash from the tech bubble we had an enormous commodities boom. I think all these people really bought into it but what they were buying into was the fact that we were just in a boom and people have now come to realize that commodities are not a long only strategy. A bet for commodities is something of a bet against human ingenuity and innovation because we're constantly looking to make these things cheaper and easier.

Play episode from 27:14
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app