Ep. 1032: Russell Korgaonkar Interview with Michael Covel on Trend Following Radio

1

Introduction

00:00 • 2min

2

How Did You Find Yourself at That Interview?

02:13 • 2min

3

Building a Trading Strategy on the Job Without Anyone Telling You, This Is How Things Work

03:53 • 2min

4

Trading Strategy - Is There a Blank Slate?

06:12 • 3min

5

The Inefficiency and the Stress of the Market

09:32 • 3min

6

Do Trend Following Firms Do Well in Stress Environments?

12:55 • 2min

7

How Do You Explain to Your Kids That This Strategy Can Work?

14:36 • 2min

8

Do You Have the Conviction to Build a Strategy?

17:02 • 4min

9

Is There a Consistent Return Profile?

21:04 • 3min

10

The Research Process

23:52 • 2min

11

Getting People to Understand the Return Profile

25:45 • 2min

12

Is Inflation a Challenge for Investors?

27:19 • 4min

13

Commodities During Inflationary Periods

30:53 • 3min

14

Is There a Covid Phenomenon?

33:57 • 2min

15

How Do We Think About Risk?

36:19 • 2min

16

Investing in a Diversified Portfolio

38:43 • 2min

17

Is There Anything in Your Strategies That Precludes You From Having Massive Returns?

41:01 • 3min

18

Riht, How Does Man Look at the Crypto Space?

44:06 • 2min

19

The Future's Market

46:05 • 2min

20

Is That Your Source of Alpha?

47:45 • 3min

21

Is There a Strategy That Has Been the Most Successful at Man?

50:18 • 2min

22

How Much Time Does Man Spend Trying to Stress Test Strategies?

52:14 • 3min

23

What Keeps You Going?

54:50 • 2min

24

The Collegial World in the Uk

57:18 • 2min

25

Russell, I Love Your Random Thoughts

59:30 • 2min

26

Dealing With Uncertainty

01:01:17 • 2min

27

I've Got My Investment. Should I Con or My Savings Into Cash?

01:03:13 • 2min

28

What Do I Do Now?

01:05:18 • 2min

29

How to Make Money Up and Down and Surprise Markets

01:07:11 • 2min