Ep. 1159: Three Outside the Box with Michael Covel on Trend Following Radio

1

Introduction

00:00 • 2min

2

Ted Parkhill: A Trend-Following Perspective

01:40 • 2min

3

The Importance of Education in Stock Trading

03:55 • 2min

4

The Future of Portfolio Management

05:35 • 2min

5

The Losers Game

07:16 • 2min

6

The Importance of Trend Following

09:43 • 2min

7

John Henry's View on the Oil Market

11:27 • 2min

8

The Importance of Understanding the Futures Markets

13:22 • 2min

9

The Importance of Discipline in Trading

15:26 • 3min

10

The Importance of Accessibility in Business

17:58 • 3min

11

The Importance of Talking and Chatting

20:32 • 2min

12

The Power of Belief

22:24 • 2min

13

The Repeated Nature of Markets

24:11 • 2min

14

The Importance of Taking Advantage of Markets

25:45 • 2min

15

How to Capture the Trend

27:22 • 2min

16

How to Be a Trend Bar

29:14 • 3min

17

The Importance of Recognizing the Future

31:57 • 3min

18

How to Trade All 70 Markets at the Same Time

34:33 • 4min

19

How to Diversify Your Portfolio

38:11 • 2min

20

The Importance of Keeping Your Powder Dry

40:02 • 3min

21

The Morningstar Paradox: How the Morningstar Style Boxes Have Locked Investment Managers Into the Style

42:54 • 2min

22

The Importance of Diversification in a Bull Market

45:14 • 2min

23

The Systematic Hybrid: How Ed Saccota and Todd Applied Their Philosophy to Managed Futures

46:58 • 2min

24

The Utopian Solution for Shorting Stocks

49:11 • 3min

25

The Bull Bias in Stocks

51:52 • 2min

26

The Problem With the Efficient Market Hypothesis

53:28 • 3min

27

The Random Walk Hypothesis and the Stock Market

56:14 • 2min

28

The Aha Moments

58:17 • 2min

29

Adaptive Markets: A Case Study

01:00:13 • 2min

30

The Evolution of the Adaptive Market Hypothesis

01:02:11 • 3min

31

The Adaptive Markets Hypothesis

01:05:00 • 2min

32

The Cross-Discipline Approach to Financial Economics

01:06:49 • 3min

33

The Nobel Prize Committee's Choices for Fama, Schiller, and Hansen

01:09:21 • 2min

34

The Importance of Reconciliation in Economics

01:11:29 • 2min

35

The Importance of Different Narratives

01:13:10 • 4min

36

The Importance of Systemic Risk in the Great Recession

01:16:59 • 2min

37

Hedge Funds and the LPCM Debacle

01:18:42 • 4min

38

The Hedge Fund Industry and the Subprime Mortgage Crisis

01:22:24 • 2min

39

The Risk of Volatility in the Market

01:24:27 • 2min

40

The Origins of Commodity Corporation

01:26:35 • 2min

41

The Importance of Environment in Adaptive Markets

01:28:34 • 4min

42

The Freak Out Factor in Market Dynamics

01:32:52 • 2min

43

The Importance of Understanding the Markets as a Machine

01:35:06 • 2min

44

The Richness of the Market Ecology

01:37:04 • 2min

45

Creative Selection, Inside Apple's Design Process During the Golden Age of Steve Jobs

01:38:48 • 3min

46

The Evolution of Computers

01:42:07 • 2min

47

The Bridging of the Liberal Arts With the Tech

01:44:00 • 2min

48

The Importance of Dial-Up

01:46:29 • 2min

49

How to Learn New Things Without Breaking It

01:48:39 • 2min

50

The First Person Narrative

01:50:37 • 3min

51

The Story of Steve Jobs and the iPod

01:54:04 • 2min

52

The Cash Cow That Persuaded the iPhone to Take Place

01:56:00 • 2min

53

Steve Jobs' Vision for Apple

01:57:37 • 2min

54

The iPhone's Early Days

01:59:28 • 2min

55

The Blackberry's Touch Screen

02:01:26 • 2min

56

The Importance of Faith in Apple

02:02:57 • 3min

57

The Pyramid of Demos

02:05:32 • 5min

58

Steve's Vision Driven the Demo Pyramid

02:10:22 • 2min

59

The Importance of Focus in Steve Jobs

02:11:56 • 4min

60

The Reality Distortion Field

02:15:39 • 2min

61

The Evolution of Creative Selection

02:18:06 • 3min

62

The Evolution of Steve Jobs

02:20:48 • 2min

63

Apple's Software Success

02:22:31 • 3min

64

Vince Lombardi and the Power Sweep

02:25:05 • 4min

65

How Steve Jobs Changed the World

02:28:55 • 2min

66

How to Make Money Up, Down, and Surprise Markets

02:30:47 • 3min