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Category: Trend Following

Ep. 863: Alex Osterwalder Interview with Michael Covel on Trend Following Radio

Posted on by Michael Covel
Alex Osterwalder
Alex Osterwalder

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My guest today is Alexander Osterwalder, one of the world’s most influential strategy and innovation experts, a leading author, entrepreneur, and in-demand speaker whose work has changed the way established companies do business and how new ventures get started. Ranked No. 4 of the top 50 management thinkers worldwide, Osterwalder is known for simplifying the strategy development process and turning complex concepts into digestible visual models. Together with Yves Pigneur, he invented the Business Model Canvas, Value Proposition Canvas, and Business Portfolio Map – practical tools that are trusted by millions of business practitioners.

The topic is his book The Invincible Company: How to Constantly Reinvent Your Organization with Inspiration From the World’s Best Business Models (The Strategyzer Series).

In this episode of Trend Following Radio we discuss:

  • Diversified Portfolio
  • Quarterly Return
  • Predictability in your Execution Business
  • Experimentation and Adaptation
  • Strategic Exploration Capability
  • Business Models
  • Leadership System
  • Exploration and Execution
  • The Invincible Company
  • Innovation
  • Building Fundamentals
  • Creating Value

Mentions & Resources:

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“I picked up your book today and I was pleased to find confirmation that my investment approach is on track…”

Posted on by Michael Covel

Feedback in:

I picked up your book today and I was pleased to find confirmation that my investment approach is on track. I have been able to reach a 17% return so far on a portfolio of 20 stocks on $10,000. I just completed 10 years of study that includes 5 master degrees, culminating in an MBA from Chicago received last month. My qualm is that I’m doing all this by focusing on trends and knowledge acquired in my studies. And, I’m doing zero quant predictions. My guilt trip to myself is that I should be doing quant modeling to anchor my thinking.

If you are reading my book and it’s confirmation and you are doing no quant… what are you doing?

How can you move forward immediately to Trend Following profits? My books and my Flagship Course and Systems are trusted options by clients in 70+ countries.

Also jump in:

• Trend Following Podcast Guests
• Frequently Asked Questions
• Performance
• Research
• Markets to Trade
• Crisis Times
• Trading Technology
• About Us

Trend Following is for beginners, students and pros in all countries. This is not day trading 5-minute bars, prediction or analyzing fundamentals–it’s Trend Following.

“Winning big can sometimes be as scary as losing. That’s the mindset I’m working hard to overcome…”

Posted on by Michael Covel

Feedback in:

Biggest challenge with trading: Becoming less emotionally tied up with my trades. Trying to resist checking their progress every 2min rather than just letting the process play out. On winning trades: I have a tendency to set trailing stop losses too close, so that a quick reversal in price leaves me stuck with a moderate win instead of a potential “monster”. Caused by not wanting to give any of my winning positions back to the market. I know it’s wrong, and the situation is improving, but my conservative tendencies are leading to a low risk/low reward scenario. Winning big can sometimes be as scary as losing. That’s the mindset I’m working hard to overcome.

Thanks
Mark

Day trading by the minute? That ends one way.

How can you move forward immediately to Trend Following profits? My books and my Flagship Course and Systems are trusted options by clients in 70+ countries.

Also jump in:

• Trend Following Podcast Guests
• Frequently Asked Questions
• Performance
• Research
• Markets to Trade
• Crisis Times
• Trading Technology
• About Us

Trend Following is for beginners, students and pros in all countries. This is not day trading 5-minute bars, prediction or analyzing fundamentals–it’s Trend Following.

Ep. 862: Mike Dever Interview with Michael Covel on Trend Following Radio

Posted on by Michael Covel
Mike Dever
Mike Dever

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My guest today is Mike Dever, a trader and investor. He was also episode number one on this podcast! Mike has been on the front line of investment innovation and trading for more than 30 years. His firm, Brandywine Asset Management, has produced top-ranked returns for its clients that are uncorrelated to all conventional investment benchmarks. His out-of-the-box thinking, innovative investment philosophy and investment success have made him a featured subject of three books, “Bulls, Bears and Millionaires,” “Market Beaters” and “The Investor’s Guide to Hedge Funds.”

The topic is Trend Following.

In this episode of Trend Following Radio we discuss:

  • Depression
  • Corona Crisis
  • Entrepreneurial Attitude
  • US Equities
  • Globally Diversified Return Driver based Trading
  • Portfolio
  • Global Markets
  • Alpha Hedge Strategy

Mentions & Resources:

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“I liked your willingness to approach the topics I’ve seen most people shy away from in today’s climate…”

Posted on by Michael Covel

Feedback in:

Michael, I just listened to your interview with Howard Friedman and very much enjoyed it. At the end you made the offer to follow up and ask for some trend following investment direction/advice. I would like to take you up on that offer.

–Hunter

What did you like about it?

I personally liked your willingness to approach the topics I’ve seen most people shy away from in today’s climate. I wish he would have approached it in good faith as well, but at least the problem was highlighted. Hopefully, you’re able to get someone on the podcast who is willing to honestly dive into that topic and try to get to the bottom of its root cause.

–Hunter

Thanks!

How can you move forward immediately to Trend Following profits? My books and my Flagship Course and Systems are trusted options by clients in 70+ countries.

Also jump in:

• Trend Following Podcast Guests
• Frequently Asked Questions
• Performance
• Research
• Markets to Trade
• Crisis Times
• Trading Technology
• About Us

Trend Following is for beginners, students and pros in all countries. This is not day trading 5-minute bars, prediction or analyzing fundamentals–it’s Trend Following.

“There is no amount of money too small to invest wisely. Likewise, there is no amount of money to invest poorly…”

Posted on by Michael Covel

Feedback in:

Michael:

The trend following philosophy to me is: That we live in the fragile universe and must add in a bit of antifragile utility. So your local school district planned only for life continuing as normal rather than having an antifragile backup plan. And you’re surprised by this? I would be shocked to find that a school district had a war room that had gamed this. More likely these same folks are funding their 401-k plans to support their state sponsor pension plans and have never heard of you (sorry), trend following or planning for a black swan event. As a solution let’s suggest that those who are interested should simply look to the “homeschooler parents.” This is your antifragile local community of folks who are not relying on the system. For those parents, it’s just another day in the virtual school. You are simply looking at the clueless administrators who drank the cool-aid. The old adage is there is no amount of money too small to invest wisely. Likewise, there is no amount of money to invest poorly. Apply that to the school district and it’s spendthrifts. Was it bad for me to see SPY drop from 330 to 311 in one session (2xATR). And then go to 250? Antifragile trend trading. Keep fighting the good fight but don’t be shocked that your district is not antifragile.

All the best
Frank V

Thanks!

How can you move forward immediately to Trend Following profits? My books and my Flagship Course and Systems are trusted options by clients in 70+ countries.

Also jump in:

• Trend Following Podcast Guests
• Frequently Asked Questions
• Performance
• Research
• Markets to Trade
• Crisis Times
• Trading Technology
• About Us

Trend Following is for beginners, students and pros in all countries. This is not day trading 5-minute bars, prediction or analyzing fundamentals–it’s Trend Following.

“As usual your contents are extremely good…”

Posted on by Michael Covel

Feedback in:

Hi Michael.

As usual, your contents are extremely good. But as you said in chapter 5 of the little book of trading even mentors have mentors. What I’m looking for now is not a system from someone else but a mentor that would hopefully help me walk my own path. I really think that you are the best trading author out there and I really learned a lot from you.

Wish you all the best.

Kind regards

Thanks.

How can you move forward immediately to Trend Following profits? My books and my Flagship Course and Systems are trusted options by clients in 70+ countries.

Also jump in:

• Trend Following Podcast Guests
• Frequently Asked Questions
• Performance
• Research
• Markets to Trade
• Crisis Times
• Trading Technology
• About Us

Trend Following is for beginners, students and pros in all countries. This is not day trading 5-minute bars, prediction or analyzing fundamentals–it’s Trend Following.