

Ep. 896: Tim Koller Interview with Michael Covel on Trend Following Radio
Aug 24, 2020
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The Uncertainty of the Recession and Recovery
02:17 • 2min
The Importance of Improving Immunity in the Economy
04:20 • 2min
The Addiction to the Government Backstop Is Hard to Break
06:29 • 4min
The Future of Interest Rates
10:09 • 2min
The Origins of Valuation
11:59 • 3min
The Impetus for the RJR Takeover
14:55 • 4min
The Importance of Long-Term Value Creation
18:57 • 4min
The Importance of Valuation in Investing
22:57 • 2min
The Importance of Market Size in the Private Market
24:40 • 3min
The Importance of a Rigid Approach to Valuation
27:47 • 2min
The Core Principles of Valuation
29:34 • 3min
The Importance of Governance in Value Creation
32:26 • 2min
The Future of Share Prices in China
34:20 • 3min
The Stock Market's Reaction to the Dot Com Crash
37:48 • 3min
The Resilience of the Economy
41:07 • 2min
How to Make Money Up, Down and Surprise Markets
42:49 • 2min