Archive
Author: Michael Covel
- August 8, 2014Ep. 263: Meir Statman Interview with Michael Covel on Trend Following Radio
My guest today is Meir Statman, the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University. His research focuses on behavioral finance. He attempts to understand how…
- August 8, 2014“Despite all my rage, I’m still just a rat in a cage…”
John Cochrane: “Rats in cages do a pretty good job of utility maximizing. Yet, when you ask them why they’re doing things they just chew up the survey forms. Are we really…
- August 6, 2014Noah Smith: Misinformed View of Trend Following
Zero understanding of trend following can be seen in Noah Smith’s piece here. Trend following is almost the exact opposite of his description. Lazy research and writing.
- August 6, 2014Becoming a Hedge Fund Titan
Feedback in: Hi Michael, so I’ve read the book Linchpin and indeed is full of great advice. It reminds me of the book The Leader Who Had No Title, by Robin Sharma,…
- August 4, 2014Ep. 262: Terry Burnham Interview with Michael Covel on Trend Following Radio
My guest today is Terry Burnham, an economist who studies the biological and evolutionary basis of human behavior. He has a Ph.D. in Business Economics from Harvard University, a Masters from the…
- August 2, 2014Why Models Consistently Beat Humans in the Markets
An excerpt from James O’Shaughnessy’s book, “What Works on Wall Street”: In a famous cartoon, Walt Kelly’s character Pogo says: “we’ve met the enemy, and he is us.” This illustrates our dilemma.…
- August 1, 2014Ep. 261: Andy Puddicombe Interview with Michael Covel on Trend Following Radio
My guest today is Andy Puddicombe, the founder of Headspace, an award-winning digital health platform that provides guided meditation sessions. Puddicombe is a former Buddhist monk with a degree in Circus Arts.…