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Ep. 347: Kathryn Kaminski Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Importance of Diversification in Trend Following

The one stock is generally one stock. Even if, let's say, one particular trend following strategy employed by a manager is just one set of parameters, at least that performance stream is being generated by a diverse portfolio. We have to remind them to diversify, no matter how they do it, it has to be diversified.

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