Ep. 515: Epic Trend Following Episode with Michael Covel
Michael Covel's Trend Following
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The London CTA's and the London Quants
I think yes, there's certainly some of that in me is to not just be the guy. There's a limit to how outside the box you can think in a bank. Goldman Sachs is a very serious, very successful US corporate. Yes, you can be a little bit idiosyncratic sometimes, but at the end of the day, it is a big US corporate. You know, I want to break apart some of your strategy ideas and how your firm operates. But I wonder if you would be willing to paint a picture for me. Why did the switch happen? Why did London become the spot? For example, so many of the long-standing early pioneer trend following CTA's
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