Archive
Author: Michael Covel
- August 28, 2014Ep. 269: Robert Aumann Interview with Michael Covel on Trend Following Radio
My guest today is Robert Aumann, the fourth Nobel Prize winner to appear on this podcast. Aumann is an Israeli-American mathematician, and a member of the United States National Academy of Sciences.…
- August 27, 2014Singapore Calling!
Feedback in: Dear Michael: Having just recently finished ‘The Complete Turtle Trader’, I must commend you on a very informative (& readable) analysis on the development, success & continued relevance of the…
- August 24, 2014“Listen, I surrender, you beat me Mr. Market, now where do you want to go?”
Feedback in: Hey Michael, Recently I started listening to your podcast and have been researching a bit of what you have been saying. I find your podcast I be extremely informative. I…
- August 22, 2014Ep. 267: Dennis Gartman Interview with Michael Covel on Trend Following Radio
My guest today is Dennis Gartman, the editor and publisher of The Gartman Letter. Gartman appears on CNBC, ROB-TV and Bloomberg television, discussing commodities and the capital markets, and speaks before various…
- August 22, 2014The Narrative as Valuation
Aswath Damodaran writes: If one extreme of the numbers/narrative spectrum is inhabited by those who are slaves to the numbers, at the other extreme are those who not only don’t trust numbers…
- August 18, 20141929 Wisdom
From John Hussman: Galbraith reminds us that the 1929 market crash did not have observable catalysts. Rather, his description is very much in line with the view that the market crashed first,…
- August 16, 2014Danger Real; Fear a Choice
Money management, or position sizing, is a critical component of trend following trading success: Consider wisdom from Ralph Vince: You want the fewest moving parts (less parameters and less system rules) in…