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Ep. 555: Denise Shull Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Importance of Allocating Assets Based on What You Believe

I don't think Harry would, I don't think he concursed here at all. The net net of it is, Markowitz says that you have to figure out what you believe is step one and the paper does not cover step one. It's essentially now, you know, people out on Wall Street will say, well, hurry Markowitz work. This is the foundation of everyone should be in a passive index and nothing more.

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