Michael Covel's Trend Following Ep. 1286: Mike Dever Interview with Michael Covel on Trend Following Radio
22 snips
May 20, 2024 Mike Dever, founder and CEO of Brandywine Asset Management, dives into the world of trend following and investment innovation. He discusses the psychological nuances behind speculative markets, particularly with tech stocks and cryptocurrencies. The conversation covers risk assessment strategies and the evolution of trading practices over time. Dever also emphasizes the importance of capital preservation and challenges the conventional skepticism surrounding trend-following methods. His insights provide a fresh perspective on navigating market uncertainty.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
The Psychology of Speculation
02:22 • 20min
Understanding Risk and Decision-Making in Uncertain Markets
22:16 • 2min
Evolution of Trend Following Strategies
24:11 • 10min
Risk Management and Capital Preservation in Investing
33:42 • 6min
Challenging Trend Following Mindset
39:58 • 5min
Navigating Uncertainty: Historical Insights for Investors
44:34 • 3min