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Ep. 532: No Systematic Fear with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Importance of Model-Driven Trading

"I'm going to tell you the whole story about this book. That's what I'm going to do for the rest of this whole talk because this book pissed me off," he says. "Most quants, and I'll say this, I think they're good quantitative investors ... most of them have an investment thesis" He adds that model-driven trading is driving with only the rear view mirror.

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