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Ep. 363: Blair Hull Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Future of Market Timing and Active Management

I believe that people in the future, money management will now be considered irresponsible if they do not look and consider market timing. So I think it will be a complete switch in the next 20 years. Is there any similarity between what you're doing by bringing in the fundamental information and making it systematic? Your approach is all systematic, correct? That's right. We have code. We have somebody who looks at the code every day and it looks at the daily report which is also available on the website where you can get an estimate of the equity risk premium each day. Somebody looks at it to make sure it's consistent and logical but we go with what it says every day.

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