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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 Swing Factor in Growth

Every country in the world wants to grow, and the best way to grow is to export more. The US now has a tightening bias, meaning that we are going to look for an opportunity to raise interest rates. We saw this happen, what I'll call not the currency wars, but the currency competition around trade started in summer of 2014. And once the competition begins, you can't go back to the happy days of cooperation until you have another emergency crisis that forces everyone to come back together.

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