My guest today is Jonathan Davis, one of the UK's leading writers on investing. Davis has written 3 books, is a regular writer for the Financial Times, and is the director for three investment companies. Davis has been following the markets for over thirty years, first as a journalist, and has had quite a history. He was fortunate enough to spend some time at MIT studying and writing a thesis about Warren Buffet, whom he met on several occasions.

The topic is his book Professional Investor Rules: Top Investors Reveal the Secrets of Their Success.

In this episode of Trend Following Radio we discuss:

What's going on in Europe, where the socioeconomics might be headed, how the history of Europe plays into the problem, and how Davis sees it playing out
The importance of performance data
How "the recent past is out to get you"
How volatility is not something the average investor instinctively understands
Investing in Asian markets
The efficient market theory
The idea of "the hedgehog" (people who only really know one thing) and "the fox" (people who know many things, and are constantly looking for more) in the context of investing, and how the foxes can allow themselves to be adaptable and flexible to all sorts of market conditions over time
His take on David Harding of Winton Capital, and his view of Marc Faber

Jump in!

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I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show.

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Balance moral del siglo XX: La ética de la responsabilidad (III): La filosofía de los valores: responsabilidad y respuesta a los valores