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Ep. 775: Christian Terwiesch and Nicolaj Siggelkow Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Disruption of Connected Strategies

There is sort of this frontier, this tradeoff between willingness to pay and fulfillment cost. What we are seeing here with these connected strategies is that this entire frontier basically has been shifted out. It's not just enough to be better than the existing solution in order to create a sustainable competitive advantage. Now you need to be also better than anyone else who's now also producing this new product.

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