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Category: Trend Following

Ep. 712: Bradley Hope Interview with Michael Covel on Trend Following Radio

Posted on by Michael Covel
Billion Dollar Whale
Billion Dollar Whale

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My guest today is Bradley Hope, a finance and malfeasance reporter for the Wall Street Journal and his latest book is “Billion Dollar Whale: The Man Who Fooled Wall Street, Hollywood, and the World.” Bradley is a Pulitzer finalist and winner of the Gerald Loeb Award for international reporting and the TRACE International Award for Investigative Reporting.

The topic is his book Billion Dollar Whale: The Man Who Fooled Wall Street, Hollywood, and the World.

In this episode of Trend Following Radio we discuss:

  • The Wolf of Wall Street
  • Sovereign wealth funds
  • Money laundering
  • Goldman Sachs
  • Banking compliance

Mentions & Resources:

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Ep. 711: Daniel Peris Interview with Michael Covel on Trend Following Radio

Posted on by Michael Covel
Daniel Peris
Daniel Peris

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My guest today is Daniel Peris, a portfolio manager at Federated Investors. Before transitioning into asset management, Peris was a historian focused on modern Russian history, but now self identifies as a business investor. Daniel has strong views on economic practices like the efficient market hypothesis (Eugene Fama) and modern portfolio theory.

The topic is his book Getting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your Portfolio.

In this episode of Trend Following Radio we discuss:

  • Modern portfolio theory
  • Efficient market hypothesis
  • Value investing
  • Momentum investing
  • Diversification
  • Portfolio selection
  • Defining risk

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Ep. 710: Peter Boettke Interview with Michael Covel on Trend Following Radio

Posted on by Michael Covel
Peter Boettke
Peter Boettke

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My guest today is Peter Boettke, an economist of the Austrian School. He is currently an economics and philosophy professor at George Mason University; the BB&T Professor for the Study of Capitalism, Vice President for Research, and Director of the F.A. Hayek Program for Advanced Study in Philosophy, Politics, and Economics at the Mercatus Center at GMU.

The topic is his book F. A. Hayek: Economics, Political Economy and Social Philosophy (Great Thinkers in Economics).

In this episode of Trend Following Radio we discuss:

  • Trade deficits
  • Trump politics
  • Politics in the marketplace
  • Zero sum game
  • Jeff Bezos and rent seeking
  • The market for privileges
  • Merchant class mentality

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“You have inspired me to take a new step in my investing career…”

Posted on by Michael Covel

Feedback in:

Hello Mr. Covel,

I am a big fan of your podcast, and I would like to thank you for spreading so much amazing information for free! You have inspired me to take a new step in my investing career, moving into trend following, with a completely different perspective of what I’ve been taught (BUY AND HOLD).

I hope you will send me your recommended steps to take into this new world of investing, and I must add that I have been deeply impacted by long-term investing – Warren Buffet/Charlie Munger style investing for the last year, but somehow your approach just resonates much better with me.

Thank you so much and best regards from Norway.

[Name]

Welcome!

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. 709: Paul Britton Interview with Michael Covel on Trend Following Radio

Posted on by Michael Covel
Paul Britton
Paul Britton

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My guest today is Paul Britton, a portfolio manager at Apollo Systems Research Corporation. In high school Paul’s dad put him into a stock that went from $5 to $60. He took his profit and put money into a couple more stocks that turned out to be winners as well. These lucky trades peaked his interest in markets. Shortly after making these initial trades, Paul’s dad also gave him a copy of “Reminiscences of a Stock Operator.” He started working and looking at data trying to see if he could get a system of his own to work. He quickly learned that you can play around with entry and exit points, markets, etc., but as long as you pick up on the big trends and ride them until they lose–that was the #1 way to make money.

The topic is Trend Following.

In this episode of Trend Following Radio we discuss:

  • Momentum bias
  • Let your winners run
  • Fundamental trading
  • Diversification
  • Global macro trading
  • Compounding
  • Supply and demand

“In the long run, it’s the compounding that is going to do all the heavy lifting for you.” – Paul Britton

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“Another great [trend following] confirmation from Mr. Tim Ferriss…”

Posted on by Michael Covel

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Another great confirmation from non other than Mr Tim Ferriss:

“People view all of these people as massive risk-takers, and when you actually sit down and talk to these guys, you realise they are expert risk mitigators. I think it’s very easy to come to the mistaken conclusion in business, for example, that you only win big if you bet the farm. And in fact, when I talk to some of these companies here in Silicon Valley for instance that have become worth billions and billions of dollars… in my experience, in no cases have they bet the farm. They have evaluated the downside – they’ve tried to measure the maximum allowable downside – they know not only their bet and their bet size, but when they’re going to fold. They have an exit strategy for minimizing or capping losses… I remember hearing an expression, I don’t know who to attribute this to, but it’s like ‘If you cap your downside, the upside takes care of itself’… if you take enough shots and you’ve constantly capped your downside, if you have a couple of outliers that give you disproportionate upside–in the long run, you’re going to average out ahead and beat most people.”

Indeed. Trend following.

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. 708: One of the Omaha Guys Lays It Out with Michael Covel on Trend Following Radio

Posted on by Michael Covel
One of the Omaha Guys Lays It Out with Michael Covel
One of the Omaha Guys Lays It Out with Michael Covel

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Please enjoy my monologue One of the Omaha Guys Lays It Out with Michael Covel on Trend Following Radio. This episode may also include great outside guests from my archive.

In this episode of Trend Following Radio:

  • Knowing the edge of your own competency
  • Humility
  • Integrating disciplines
  • Occam’s razor
  • Academia in America
  • Diversification
  • Capitalism

Mentions & Resources:

Charlie Munger
Charlie Munger

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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