Ep. 674: Trend Following Mega Fifth Edition with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
00:00
The Passion of a Trader
There's a long-term secular trend towards markets becoming more homogenous over time, I believe. We are hungry for new access and new opportunities of diversification. For example, we can't currently trade the Chinese futures markets for our investors because external investors are not allowed to participate in those markets. Similarly, access to Brazilian futures markets which are vastly liquid, but there's a taxation situation that makes them extremely difficult and expensive to trade. So all of those markets were tracking, were collecting data, we are simulating the models on them and we're ready to go at the drop of a hat should the legislation change.
Play episode from 01:07:23
Transcript
