Ep. 519: Another Mega Trend Following Episode with Michael Covel on Trend Following Episode
Michael Covel's Trend Following
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The Pivot: How I Don't Spend Money on Someone's View
When I came back to London in 88, I had a friend of a friend who was a very senior person. He introduced me to Mike Adam at Adam Hartigan, Lurek. And he said good, because we have the intellectual high ground on this. It's almost like a, like a circus trick. You watch these economists on TV and they're sort of talking heads. But some of them are occasionally right, but I don't think I'd spend money on their view. So whatI realized from that moment was that I decided to take the one kernel of information with my small experts for my own benefit. What we do is pretty simple: The amount of inputs you put
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