Michael Covel's Trend Following

Ep. 820: Tell Me Something I Don't Know with Michael Covel on Trend Following Radio

Dec 2, 2019
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Episode notes
1
Introduction
00:00 • 6min
2
The Psychology of Love
05:59 • 2min
3
The Four Companies That Deconstructed Who We Are
07:46 • 4min
4
The Four Horsemen
11:56 • 2min
5
The Rise of Brand Equity
13:28 • 3min
6
The Importance of Caring
16:10 • 5min
7
The Unusual Relationship Between the Markets and the Company
20:57 • 2min
8
The Future of Silicon Valley
23:13 • 2min
9
The Zero Sum Nature of Amazon
25:22 • 3min
10
How Amazon and Apple Are Aggregating
28:21 • 3min
11
Microsoft: The Best Firm in the World
31:06 • 3min
12
The Leadership of the Four Firms
33:36 • 5min
13
The Most Agile Company in the World
38:17 • 2min
14
The Power of Leaders
40:06 • 2min
15
The Negatives of a Conservative Company's Political View
41:45 • 5min
16
The Politics of Censorship
46:23 • 2min
17
The Four or How to Build a Twelfth Dollar Company
48:01 • 2min
18
Jeffrey Tucker on Liberty
49:51 • 4min
19
The Importance of Leaders in History
53:47 • 2min
20
The Future of Government
55:46 • 2min
21
The Importance of Bitcoin
57:39 • 3min
22
The Importance of Local Knowledge
01:00:46 • 3min
23
The Effect of Bitcoin on Frugality
01:03:34 • 2min
24
The Importance of Blockchain in the Crypto Asset World
01:05:27 • 5min
25
The Future of Bitcoin
01:10:57 • 6min
26
The Future of Cryptocurrencies
01:16:56 • 2min
27
The Problem With Student Debt
01:18:26 • 2min
28
Google's Solution to Pirated Content
01:20:00 • 2min
29
The Importance of Getting Attention
01:22:19 • 2min
30
The Importance of a Degree in the Real World
01:24:36 • 4min
31
The Importance of Identity in Modern Society
01:28:59 • 2min
32
The Identity Politics of Academics
01:30:39 • 2min
33
Trump's Tax Cut Proposal Was Wonderful
01:32:23 • 2min
34
The Importance of Cutting Corporate Income Taxes
01:34:34 • 2min
35
The US Is Going to Send Another 4,000 Troops to Afghanistan
01:36:38 • 2min
36
The Free Flow of Speech and Information
01:38:20 • 2min
37
The Cost of Blockchain Innovation
01:39:57 • 2min
38
Blockchain and the Nation State
01:42:09 • 3min
39
The Importance of Not Asking for Permission
01:45:09 • 2min
40
Algorithms to Live by the Computer Science of Human Decisions
01:46:46 • 2min
41
The Foundation of Traders Today
01:48:36 • 2min
42
The Feedback Loop in Computer Science
01:50:23 • 2min
43
The History of Algorithms
01:52:00 • 2min
44
The Secretariat Problem
01:53:44 • 3min
45
The Importance of Following the Right Process
01:57:14 • 2min
46
The Importance of Process Over Outcome
01:58:48 • 3min
47
The Problem With Probability
02:02:06 • 5min
48
The History of the Multi-Arm Banded Problem
02:06:36 • 2min
49
How to Ride Your Winners, Cut Your Losers
02:08:18 • 2min
50
The Regret Minimization Framework
02:10:32 • 2min
51
The Upper Confidence Bound Algorithm for Refuse Minimization
02:12:44 • 3min
52
The Importance of Overexploiting Problems
02:16:02 • 5min
53
The Explorer Explorator Trade Off
02:21:20 • 4min
54
The Importance of Threading in Computers
02:25:03 • 5min
55
The Demise of Eudora Mail
02:29:49 • 2min
56
The Argument for Mess in Computer Science
02:31:30 • 2min
57
The Importance of Minimizing the Labor of Thought
02:33:34 • 2min
58
The Power of Skepticism
02:35:06 • 4min
59
The Irony of Sleep
02:39:04 • 2min
60
The Dangers of Short Sleep
02:40:40 • 2min
61
The Importance of Sleep
02:42:30 • 2min
62
The Effects of Sleep Deprivation on Learning and Memory
02:44:13 • 2min
63
The Passion for Sleep
02:45:47 • 4min
64
The Importance of Sleep
02:49:39 • 2min
65
The Importance of Sleep in the Health Conversation
02:51:17 • 3min
66
The Contradictions in Conflicts
02:54:02 • 2min
67
The Problems With Alcohol With Sleep
02:55:56 • 2min
68
The Pushback to Sleep
02:57:47 • 3min
69
The Dangers of Marijuana to Sleep
03:00:28 • 3min
70
The Blue Light Problem
03:03:04 • 5min
71
The Effects of Lack of Sleep on Gene Expression
03:07:35 • 3min
72
The Importance of Choosing Your Sleep Routine
03:10:32 • 4min
73
The Importance of Sleep
03:14:12 • 2min
74
How to Stay Awake on a Problem
03:16:39 • 3min
75
The Importance of School Start Times
03:19:57 • 3min
76
The Effects of Sleep on Testosterone Production
03:22:32 • 2min
77
The Effects of Lack of Sleep on Testosterone Levels
03:24:33 • 4min
78
Why We Sleep Unlocking the Power of Sleep and Dreams
03:28:20 • 2min