Ep. 913: Two Math Guys with Michael Covel on Trend Following Radio

1

Introduction

00:00 • 4min

2

John Nash and the Origins of Game Theory

03:31 • 2min

3

What Is Game Theory Trying to Accomplish?

05:14 • 4min

4

Strategy Matrix: How to Analyze Interactive Situations

09:38 • 2min

5

The Role of Geopolitics in Game Theory

11:28 • 3min

6

The World Champion in Peace

14:24 • 3min

7

The Importance of Peace in World History

17:20 • 3min

8

The Importance of Incentives in the Economy

20:39 • 4min

9

The Pros and Cons of Behavioral Economics

24:52 • 5min

10

How Ernst Smith and Danny Kahneman Showed Opposite Things

29:38 • 4min

11

The Amazing 60 Years

33:49 • 4min

12

The Fallout Shelter Craze

37:48 • 4min

13

The Importance of Being a Quantitative Analyst

41:30 • 2min

14

Capital in the 21st Century

43:07 • 2min

15

The Importance of Moral Science in Economics

44:48 • 3min

16

Forget What It's Called Now

47:45 • 2min

17

The Risks of Capitalism

49:22 • 2min

18

The Disillusioned Physicist

51:22 • 2min

19

The Early Years of Physicists on Wall Street

52:53 • 2min

20

The Eye-Opener About My Career at Goldman Sachs

55:00 • 3min

21

The Importance of User Interface in Model Building

57:32 • 3min

22

The Importance of Combining Theory and Software

01:00:42 • 4min

23

The Importance of Long Volatility Models

01:04:56 • 2min

24

How to Estimate Risk

01:06:57 • 3min

25

The Pushback From the Academic Community When You Say Things So Cleverly

01:09:52 • 3min

26

How to Explain Quantitative Models to Your Students

01:13:00 • 2min

27

The Importance of Keeping Your Eyes Wide Open

01:14:42 • 4min

28

The Rise of Behavioral Economics

01:18:24 • 2min

29

Emmanuelderman: A Diverse Perspective on Politics

01:20:34 • 4min