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Ep. 146: Mebane Faber Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Importance of History in Asset Allocation

The Chinese are leading the way in terms of that appetite, at least from what I saw. They're very used to the idea of big parabolic moves on companies with funky, not real balance sheets. And all they need is another fat equity run up, and then there'll be traders everywhere. El Arian Swinson: Asset allocation is like bullets.

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