Ep. 515: Epic Trend Following Episode with Michael Covel
Michael Covel's Trend Following
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The Benefits of a Traditional Portfolio
The benefit of a traditional portfolio specifically in equities is entirely from our point of view accidental. It just so happens that of 14, half years, this is observable fact. But it wasn't what we set out to do. How do you describe operationally to investors? So we have a crazy here in the market, something like October of late. And your portfolio starts to do well. Equities are doing bad. When equities start to go bad, people start to sell. What operationally is happening that gives you the benefit to ride this increased volatility,. This increased directional trending within your currency and a portfolio.
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Transcript
