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Ep. 447: Ben Hunt Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Bi-Modal Distribution of Preferences

When you have massive debt, the politics of all of these major countries and regions changes dramatically. The polarization between political parties within political parties goes nuts. We're not in a world of bell curves and normal distributions anymore. It's a very different shape to what people believe and act on. And that's why business as usual with our investment approach doesn't make sense in this environment.

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