My guest today is Jerry Parker, an original Turtle, trained by Richard Dennis. However, since then he has very successfully run a managed money firm called Chesapeake Capital.
The topic is Trend Following.
In this episode of Trend Following Radio we discuss:
Series of tweets written by Parker and use them as a jumping-off point for conversation. Topics include price action, “normal” market behavior
Recent moves in the Swiss Franc
Paying attention to entries as well as exits
Why investors are often their own worst enemy
The first moment that Parker heard about price-based trading
Becoming obsessed with asymmetrical risk and reward
Why looking at trend following losses is important
Why you can tell a system is robust if it has big drawdowns
Backtesting and treating all trades with equal weight
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My guest today is Sophia Roosth, a Harvard professor that Covel first heard quoted on DNA privacy from Davos. Roosth’s research focuses on the twentieth and twenty-first century life sciences. Her first book, based on four years of ethnographic fieldwork, examines how the life sciences are changing at a moment when researchers build new biological systems in order to investigate how biology works. In this work, Roosth asks what happens to “life” as a conceptual category when experimentation and fabrication converge.
The topic is science.
In this episode of Trend Following Radio we discuss:
Davos event
What becomes of privacy in a moment of internet surveillance
Having more information out there as a way to control privacy
Biological privacy, and whether our DNA is going down a path where it’s a lot more public
Discrimination based on genome
Genetic McCarthyism
Somatic transfer and cloning
The story of Chance the bull
The idea of de-extinction
The ethics of cloning
Molecular gastronomy and world hunger
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My guest today is Michael Lardon, one of the premier mental performance coaches in the world, with clients in more than a dozen professional and Olympic sports. His athletes have won major golf championships, Olympic gold medals, Super Bowls and World Series titles, among other achievements. He is an Associate Clinical Professor of Medicine at the University of California San Diego and a Consulting Psychiatrist to the United States Olympic Teams at the Olympic Training Center in Chula Vista, CA.
The topic is mental performance coaching.
In this episode of Trend Following Radio we discuss:
Lardon’s early experiences playing professional table tennis; the “slowing down of time” and how it affects performance
The importance of mental performance in sports
Phil Mickelson’s loss at the 2013 Open and his win at the British Open a month later, and how Lardon was assisting him during this period
“The yips”, and what is going on in the mind when someone can no longer perform a simple activity they used to accomplish easily
Neurological vs. psychological “yips”
Lardon’s opinion on what’s happening with Tiger Woods currently
Narrow, intense focus vs. dropping the intense expenditure of energy when you don’t need it (ie. what do you do with your downtime?)
The process of desensitization
The deliberate plan for improvement and the importance of writing things down
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My guest today is Salem Abraham, the President of Abraham Trading Company with a 27-year track record. Salem graduated cum laude from the University of Notre Dame in December 1987 with a bachelor’s degree in finance. He began his investing career as a futures trader while still in college, using quantitative models to trade global futures markets beginning in 1987.
The topic is Trend Following.
In this episode of Trend Following Radio we discuss:
Living in Asia and Asian economics
A market lesson Abraham first learned in 1987
The recent action of the Swiss Franc
Artificially priced markets and the analogy of a dam
Crude Oil as a trend
Speculation at the core of Abraham’s business and its effect on markets generally
The effect of Abraham’s grandfather on his work
The influences on Abraham’s thinking and business decisions
Location independence
The importance of a link to the outside world
Avoiding disaster
Being agnostic to the market
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My guest today is Christopher Chabris, an American research psychologist, currently Associate Professor of Psychology and co-director of the Neuroscience Program at Union College in Schenectady, New York, Adjunct Assistant Professor of Neurology at Albany Medical College and a Research Affiliate at the MIT Center for Collective Intelligence.
The topic is his book The Invisible Gorilla: How Our Intuitions Deceive Us.
In this episode of Trend Following Radio we discuss:
Witnesses, memory, and the legal system
Expert witness testimony
“The play that changed poker”
Mastery in any field
The connection between chess and memory
Chabris’ interaction with Neil deGrasse Tyson, and how memory affects our outlook
The stock market, prediction, and forecasting
The importance of confidence with regard to predictions
Simple rules vs. complex rules
Oprah Winfrey, Malcolm Gladwell, and intuition
Memory and the influx of information coming at us
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