This is trend following radio where great thinking comes alive.

Nobel Prize winners, legendary traders, bestselling authors, and the pros that know what drive us irrational human beings.

I am your host, Michael Covel, not filtered, raw, honest.

That's my passion.

For anyone who has listened to this podcast, for anyone who has read my book trend following,

you know I'm a big fan of Dunn Capital Management, founded by the legend Bill Dunn, now run by Marty Bergen.

This is one of those trend following traders.

They're a benchmark.

I mean, if you look at their publications,

if you look at their writings, and you want to either invest or just learn, they are cream of the crop. I mean, they are really, really bright people working at this game for over four decades of an uninterrupted

trend following track record. That's pretty damn amazing. There's not many companies on this

planet that can state that. A four decade going on close to five decades of a continuous track record.

That's amazing. And beating the S&P by a decent margin.

And when you look at it compounded, wow. My guest today is Jenny Kellam. She is the director of

investment strategy at Dunn Capital. And no, this is not a big infomercial for Dun Capital.

That's not the point.

But it's all about learning.

It's about getting behind the scenes and understanding,

understanding a strategy and understanding a person.

And in this case, Jenny,

understanding how she got to Duncapital,

her attitude, her moxie, what drove her.

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