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- September 4, 2016Ep. 482: Two Takes with Michael Covel on Trend Following Radio
Subscribe to Trend Following Radio on Apple Podcasts Please enjoy my monologue Two Takes with Michael Covel on Trend Following Radio. This episode may also include great outside guests from my archive.…
- September 3, 2016Do You Have A Plan for When It Doesn’t Go Your Way?
Insights: Through the gentle nudging of general manager Matt Millen — who was, in my opinion, one of the only stand-up guys in that organization — I spent a lot of time with a sports psychologist,…
- September 2, 2016Trend Following: “Speculation as a fine art…”
Dickson Watts a trend following father: Before entering on our inquiry, before considering the rules of our art, we will examine the subject in the abstract. Is speculation right? It may be…
- September 1, 2016Ep. 481: Chris Zook Interview with Michael Covel on Trend Following Radio
Subscribe to Trend Following Radio on Apple Podcasts My guest today is Chris Zook, a business writer and partner at Bain & Company, leading its Global Strategy Practice. He is listed by…
- September 1, 2016“…We end up reinforcing the behavior patterns that aggravate the risk in the first place.”
Paul Volker gets it: Larry summers, who would later serve as treasury secretary to bill Clinton and adviser to Barack Obama, had a theory. Technological and financial innovation, he told the group,…
- August 31, 2016AHL on Trend Following
Famed trend follower AHL: The turn of the year is when traditional long only money managers state their predictions for the year ahead. Equity managers may be bullish if stocks are cheap…
- August 30, 2016“The message of this story is, if you don’t change, you shall be removed from the competition….”
Interesting: Nokia CEO ended his speech saying this “we didn’t do anything wrong, but somehow, we lost”. During the press conference to announce NOKIA being acquired by Microsoft, Nokia CEO ended his…