

Ep. 931: A Crazy Damn Year with Michael Covel on Trend Following Radio
Dec 25, 2020
Chapters
Transcript
Episode notes
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Introduction
00:00 • 3min
How to Trade Your Limited Capital
03:13 • 3min
Ed Sakota: A Living Legend
05:57 • 2min
The Precarious Situation of the Gavapoli System
08:05 • 2min
The Economic Machine
09:51 • 2min
The Free Economy and the Govapoli System
11:37 • 3min
How to Cope With the Govaply Situation
14:43 • 1min
The Struggle to Develop Clear Thinking
16:11 • 2min
Jay Forster: The MIT Professor of Systems Dynamics
18:23 • 2min
The Gavapoli System
20:15 • 2min
The Dog and Pony Show Is Part of the System
22:18 • 5min
The Trading Tribe: How to Cope With the Environment
27:20 • 3min
How to Be a Trend Follower
30:25 • 4min
The Importance of Peace and Contentment
34:52 • 3min
The Importance of Setting Up a Trading Tribe
37:34 • 4min
The Importance of Trend Following
41:11 • 2min
The Two-Week Rule
43:26 • 3min
The Unusual Rules of Trading
46:09 • 6min
The Puzzle Aspect of Trend Following Models
51:50 • 2min
What Motivates a Researcher?
54:14 • 2min
The Importance of Expressing Yourself
55:47 • 2min
How to Have a Successful Podcast Conversation
57:35 • 2min
How to Make Money on a Podcast
59:14 • 5min
How to Have a Good Attitude
01:04:39 • 2min
The Importance of Attitude
01:06:12 • 3min
How to Approach a Beautiful Woman
01:09:13 • 2min
How to Be a Successful Trend Follower
01:10:49 • 2min
How to Be a Good Entrepreneur Is Being a Trend Follower
01:12:21 • 3min
How to Get Around Disappointment
01:15:08 • 4min
How to Be a Successful Trend Following Trader
01:18:50 • 2min
How to Be a Successful Real Estate Investor
01:20:22 • 2min
The Fallacy of a Magic Way
01:22:36 • 2min
How to Be the Next Bezos
01:24:48 • 2min
The Power of Money
01:26:30 • 2min
The Importance of Numbers in the Market
01:28:12 • 3min
The War on Atomic Bombs in Switzerland
01:31:19 • 2min
The Most Common Thing in the Markets Crazy
01:32:58 • 2min
The Mafia in New York
01:34:40 • 3min
The Importance of Supporting Your Father
01:37:21 • 2min
The Cost of Doing Business
01:38:59 • 2min
How to Frame Issues to Solve Problems
01:40:33 • 2min
How to Control Your Emotions
01:42:04 • 2min
The Importance of Discipline
01:44:10 • 2min
The Importance of NOLs
01:45:56 • 2min
The Wealth of Warren Buffett
01:47:42 • 5min
Jeff Bezos: A Trend Follower
01:52:33 • 2min
The Importance of Self-Mastery
01:54:05 • 2min
Larry and Aspen's Ideas Festival
01:55:47 • 2min
The Mayor of New York City Is Lazy
01:57:18 • 2min
Larry's Eight and Hundred
01:58:48 • 2min
Jerry Parker of Chesapeake Capital
02:00:36 • 2min
How to Be a Successful Hedge Fund Manager
02:02:27 • 2min
The Final Step for AI and Machine Learning
02:04:27 • 3min
The Power of Trend
02:07:10 • 2min
The Importance of Trend Following
02:09:03 • 2min
The Importance of Diversification
02:10:57 • 2min
The Importance of Trend Following in the Stock Market
02:13:14 • 2min
The Problem With Value Investing
02:15:02 • 2min
The Importance of Embracing the Process
02:17:23 • 2min
The Evolution of Baseball Analytics
02:19:46 • 2min
The Power of Trend Following in Sports
02:22:12 • 2min
The Best Returns in Life and Markets Are Lumpy
02:23:54 • 3min
The Importance of Embracing Pain
02:27:06 • 2min
The Importance of Crisis Alpha
02:29:09 • 3min
The Fear of Failure
02:32:07 • 2min
The Importance of Passive Investments
02:33:38 • 2min
What Am I Giving Up if I Diversify?
02:35:08 • 2min
The Importance of Trend Following
02:37:13 • 4min
The Importance of a Good World View
02:41:33 • 2min
The Importance of Trend Following
02:43:19 • 2min
The Importance of Learning to Trade
02:45:15 • 2min
The Importance of a Process and Sticking to It
02:46:52 • 2min
How to Make Money Up Down and Surprise Markets
02:48:52 • 2min