Ep. 515: Epic Trend Following Episode with Michael Covel
Michael Covel's Trend Following
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The Importance of Understanding Your Client's Utility Function
I would love you to expand on the idea of seeking client feedback for what they want. I think it is important to understand your investor, who their stakeholders are. And by understanding that and communicating with investors at the right level for an investor, nobody, none of our investors needs to know or cares about deep statistical details which might be embedded in some nonlinear, busy and regression portfolio algorithm. It's inspirational.
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Transcript
