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Latest from Trend Following
- October 5, 2014Ep. 281: Vineer Bhansali Interview with Michael Covel on Trend Following Radio
My guest today is Vineer Bhansali, the managing director and portfolio manager at PIMCO. His most recent book is “Tail Risk Hedging”. He has 24 years of investment experience and holds a…
- October 5, 2014Vineer Bhansali: 10 Things My Hobbies Have Taught Me About Investing
Vineer Bhansali’s interesting paper (PDF) mentioned in our podcast. Note: Used with permission from Pacific Investment Management Company LLC.
- October 4, 2014Ep. 280: Joey Reiman and John Brenkus Interviews with Michael Covel on Trend Following Radio
My guests today are Joey Reiman and John Brenkus. Reiman, who runs Brighthouse, has been called the “father of ideation”. He’s emerged as the subject matter expert in the area of purpose…
- October 3, 2014Handling the Biases: Trend Following
Trend following handles the biases: Chart H/T: James Montier.
- October 3, 2014Murray Gell-Mann: Beauty and Truth in Physics
- October 2, 2014Ep. 279: Mark Broadie Interview with Michael Covel on Trend Following Radio
My guest today is Mark Broadie, the Carson Family Professor of Business and Vice Dean at the Columbia Business School. His research focuses on quantitative finance and sports analytics. His golf research…
- October 2, 2014Humans Naturally Follow Crowd Behavior
Great article in the Wall Street Journal by Alison Gopnik titled, “Humans Naturally Follow Crowd Behavior”: It happened last Sunday at football stadiums around the country. Suddenly, 50,000 individuals became a single…