Ep. 1099: The Invincible Company and Dark Data with Michael Covel on Trend Following Radio

1

Introduction

00:00 • 3min

2

Investing in a Diversified Portfolio

02:56 • 6min

3

What Are You Saying About Quarterly Returns?

08:34 • 4min

4

Exploration Is a Side Project, Execution Is Not Strategic

12:12 • 3min

5

A Quick Side Self Promotion to Your Book

14:47 • 2min

6

The Challenge of the Innovation Arm

16:56 • 5min

7

Is It Relevant to Launch a Book in Uncertain Times?

22:12 • 4min

8

The Cash That You Have Will Survive

25:57 • 3min

9

The Invincible Company Versus Monopoly

28:28 • 5min

10

Amazon Continues to Explore

33:03 • 4min

11

The Move Needs to Be So Bold

37:26 • 2min

12

Is There a Disruption?

39:52 • 2min

13

Is There an Opportunity to Be the Leader?

42:00 • 5min

14

Can a Company Like United, With Such an Installed Staff Base, Really Pivot?

46:39 • 2min

15

How to Write Business Small Innovation?

49:01 • 5min

16

How Strategic Is Innovation in the Publishing Industry?

53:41 • 2min

17

Is There a New Breed of Leaders?

55:57 • 4min

18

Choosing Mathematics Is the Best Choice

01:00:03 • 3min

19

Computers in the Eighties and Nineties

01:03:11 • 2min

20

Dark Matter and Data

01:04:48 • 2min

21

The Dark Part of the Data Is Missing

01:06:32 • 2min

22

What's the Biggest Thing About Jim Simons?

01:08:37 • 2min

23

Is There a Skewed Distribution?

01:10:19 • 2min

24

The Improbability Principle and Dark Date

01:12:00 • 4min

25

Are You Sceptical About the Data?

01:16:05 • 2min

26

I Think the Binary Is Going to Play a Huge Role in the Future.

01:18:09 • 2min

27

The Corona Virus Example Is a Nice One

01:19:49 • 3min

28

Dark Data - Isn't It?

01:22:49 • 2min

29

The Probability Principle

01:24:58 • 2min

30

The Laws of Improbability

01:27:10 • 2min

31

The Importance of Fabricated Data

01:29:22 • 3min

32

Is There a Difference Between the Average and the Average?

01:32:07 • 2min

33

Was It the Application of a Lot of Your Work That Made You See Things Differently?

01:34:28 • 2min

34

How to Make Real Advancements in Machine Learning and Statistics

01:36:17 • 2min

35

The Social Sciences and Engineering, I Think, Is a Good Idea?

01:38:06 • 2min

36

Dark Data, Why What You Don't Know Matters

01:39:58 • 3min