Michael Covel's Trend Following

Ep. 1177: Two Trend Following Minds with Michael Covel on Trend Following Radio

May 5, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
How to Be a Successful Trend Following Investor
03:03 • 3min
3
Larry and Ed: A Voyeur's Journey
06:03 • 2min
4
The Importance of Having a Role Model
08:17 • 3min
5
The Origins of AHL
11:41 • 3min
6
The Early Coding of a Brokerage Firm
14:35 • 2min
7
The Importance of Achievement
16:33 • 3min
8
The Evolution of Aspect
19:09 • 3min
9
How to Be a Better Trader
21:45 • 3min
10
The Importance of Risk Management in Model Development
24:16 • 3min
11
The Magic of 5% Disdiscretion in Trend Following
26:56 • 3min
12
The Diversification of Markets
29:48 • 2min
13
How to Build a Model That Captures Trends
32:05 • 3min
14
The Evolution of Aspect
35:10 • 3min
15
The Evolution of Portfolio Construction
38:04 • 3min
16
The Disconnect Between Behavioral Economists and Agent Models
40:43 • 2min
17
The Indiana Jones of Trading
42:44 • 3min
18
The Evolution of the Futures Markets
45:36 • 3min
19
How to Be a Great Trader
48:24 • 3min
20
The Importance of Physics in Economics
51:04 • 2min
21
The Importance of Data in Economics and Finance
53:12 • 5min
22
The Evolution of Trend Following
58:02 • 5min
23
The Predating of Trend Following in Financial Markets
01:02:39 • 3min
24
The Relationship Between Trend and Mean Reversion
01:05:37 • 2min
25
The Wildness of Economics
01:07:59 • 4min
26
The Importance of Uncertainty in Physics
01:11:44 • 3min
27
How to Make Money Up, Down and Surprise Markets
01:14:31 • 2min