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Ep. 457: Amy Herman Interview with Michael Covel on Trend Following Radio

Amy Herman
Amy Herman

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My guest today is Amy Herman. In 2000 Amy started a program called, The Art of Perception at The Frick Collection in New York City. She helps her students figure out how to fix big picture problems by looking at the small details. Her new book is “Visual Intelligence: Sharpen Your Perception, Change Your Life.”

The topic is her book Visual Intelligence: Sharpen Your Perception, Change Your Life.

In this episode of Trend Following Radio we discuss:

  • Undoing perceptions
  • COBRA methodology
  • Listening to your sixth sense
  • Situational awareness
  • See something say something
  • Pertinent Negative
  • Critical inquiry

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Ep 456: Josh Hawes Interview with Michael Covel on Trend Following Radio

Josh Hawes
Josh Hawes

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My guest today is Josh Hawes, the Risk Officer and Investment Manager of Hawking Alpha. He is a trend following trader now who started off at Goldman Sachs. Josh breaks apart the trading industry, highlighting many of the cons associated with the mutual fund space. Josh has always had a passion for math. He started looking at the performance of different funds within Goldman. As soon as he started to look at returns of some, he began to see a disconnect. They would judge themselves off “beating the index” but they were still losing massive amounts of money. They would also have access to CEO’s of top companies and still not be able to make money off of the information they would share. This is when he began to transition out of the company and turn to other forms of trading, not just long only.

The topic is Trend Following.

In this episode of Trend Following Radio:

  • Trading off fundamentals
  • Keeping up with the Jones’s
  • Smooth equity curve’s
  • Concept of an Index
  • Mutual fund industry
  • 10,000 hours
  • Arbitrage
  • High frequency trading

“Every trading system starts with an idea. The idea is a concept that describes some aspect of the way a particular market or all markets work.” – Hawking Alpha

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Ep. 453: Daniel Shapiro Interview with Michael Covel on Trend Following Radio

Dan Shapiro
Dan Shapiro

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My guest today is Daniel Shapiro, the founder and director of the Harvard International Negotiation Program, Daniel teaches a highly evaluated course on negotiation at Harvard College; instructs psychology interns at Harvard Medical School/McLean Hospital; and leads executive education sessions at the Program on Negotiation at Harvard Law School, Harvard Kennedy School, and Harvard Medical School/McLean Hospital. He also has served on the faculty at the Fletcher School of Law and Diplomacy, Tufts University, and at the Sloan School of Management at Massachusetts Institute of Technology.

The topic is his book Negotiating the Nonnegotiable.

In this episode of Trend Following Radio we discuss:

  • Negotiations
  • Self awareness
  • BATNA (Best Alternative To a Negotiated Agreement)
  • Five lures of the tribal mind
  • Dan Cook “The nothing fight”

“The problem isn’t about the words we are saying. It’s not about the actions we are doing. It is really about our mindset. The moment my mindset becomes Me vs. You in the conflict, Me vs. The other side, that is the problem. And the challenge is what causes us to move toward that Us vs. Them mindset and how do we breakout.” – Dan Shapiro

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Ep. 451: Daehee Park and JT Marino Interview with Michael Covel on Trend Following Radio

JT Marino & Daehee Park
JT Marino & Daehee Park

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My guests today are Daehee Park and JT Marino. They are the owners and founders of Tuft and Needle, a modern mattress company. They met during college at Penn State, parted ways after college and then met back up in Silicon Valley at a startup tech company.

The topic is entrepreneur.

In this episode of Trend Following Radio:

  • Marketing a company
  • Growing a startup
  • Product development
  • Importance of customer service
  • Creating art
  • Simplification of products
  • Venture capital

“If you took all of the suggestions and feedback that people give you, you would end up with a Frankenstein of a product.” – Daehee Park and JT Marino

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Ep. 449: Neil Pasricha Interview with Michael Covel on Trend Following Radio

Neil Pasricha
Neil Pasricha

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My guest today is Neil Pasricha, an author, entrepreneur, podcaster, and public speaker characterized by his advocacy of positivity and simple pleasures. He is also an established speaker and his TEDx talk, “The 3 A’s of Awesome”, is ranked as the ninth most inspiring TEDx talk with over 3 million views to date. In total, he has sold over 1 million books. The book and TED talk are based on Pasricha’s blog, 1000 Awesome Things. The blog has won three Webby Awards and ranked in PC Magazines list of top blogs and websites in 2009 and 2010.

The topic is his book The Happiness Equation: Want Nothing + Do Anything = Have Everything.

In this episode of Trend Following Radio:

  • Happiness
  • Retirement is a lie
  • Loving your work
  • The lottery
  • The note card system
  • Criticism
  • Goals are never ending
  • Having less wants in life

“The action proceeds the motivation.” – Neil Pasricha

“Wealth exists not in having great possessions but in having few wants.” – Epictetus

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Ep. 448: Mike Lofgren Interview with Michael Covel on Trend Following Radio

Mike Lofgren
Mike Lofgren

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My guest today is Mike Lofgren, an author and a former Republican U.S. Congressional aide. He retired in May 2011 after 28 years as a Congressional staff member. His writings, critical of politics in the United States, particularly the Republican Party, were published after his retirement and garnered widespread attention.

The topic is his book The Deep State: The Fall of the Constitution and the Rise of a Shadow Government.

In this episode of Trend Following Radio:

  • The deep state phenomenon
  • Military industrial complex
  • National debt
  • Negative interest rates
  • Does your vote matter?

“If we were ever able to get the money out of politics, that would be the precursor, that’s the precondition for any other reform.” – Mike Lofgren

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Ep. 447: Ben Hunt Interview with Michael Covel and Trend Following Radio

Ben Hunt
Ben Hunt

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My guest today is Ben Hunt, the Co-Founder and Partner at Second Foundation Partners. He is also the author of Epsilon Theory, a weekly publication that examines capital markets through the lenses of game theory and history. Since its launch in June, 2013 more than 100,000 copies of Epsilon Theory notes have been read by professional investors in more than 110 countries.

The topic is his Epsilon Theory.

In this episode of Trend Following Radio we discuss:

  • Monetary policy
  • What drives the value of currency?
  • Economics in recessions
  • Systematic models
  • Central Banks
  • Policy controlled markets
  • Expectations of the public markets

“Markets are too important to be left to investors.” – Ben Hunt

“It goes back to what I was saying about the overwhelming debt that sloshes around in the world and there are only three ways to get out of that: You can grow your way out, you can inflate your way out or you can assign losses and try to reset.” – Ben Hunt

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