Ep. 792: I Love This Podcast with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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The Importance of Allocating Assets Based on What You Believe
I don't think Harry would, I don't think he concursed here at all. The net net of it is Markowitz says that you have to figure out what you believe is step one and the paper does not cover step one. He says, this paper starts at step two and I'm not qualified to speak about step one. And then at the end of the paper, he says three or four times, remember to go back and try to understand step one,. This paper is focused on step two.
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