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Ep. 649: Jed Rothstein Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Fifth Wave

I'm not an expert on China either. I studied it at my first perspective on China was really in college when I took a course about literature and history from the cultural revolution. So I learned a lot about that period, which was very fraught and tragic and difficult for a lot of people. Then I got into a group of filmmakers who emerged from that. Some of them were quite famous and accomplished Chinese filmmakers now. That's what it did make for that. For me, there's a lot of opportunity and a lot of peril. The question of how China integrates into the global economy is a very complex one.

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