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Ep. 371: Alexander Ineichen Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Orthodox Way of Asset Allocation

I think that the Orthodox way is to do asset allocation is to come up with, with, you know, expected return, expected volatility. But there's also, I think evolution in, in, in that regard. So some, something, a topic which is close to my heart, which we haven't addressed is this idea of equal waiting. And now there's research actually suggesting that this method is actually not inferior to the much more sophisticated, sort of like scientific wills kind of approach.

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