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Ep. 146: Mebane Faber Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Different Allocations of Assets

In general, a lot of them clustered and the reason why is you have your all of these asset allocations are expressing one view. Long financial or capital assets, stocks, bonds, real estate commodities. And even though they were designed differently, sort of this beta sort of allocation, right? Just like what Ray Dalio at Ridgewater calls this all whether beta portfolio ends up with a similar result.

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