

Ep. 883: Two Great Traders with Michael Covel on Trend Following Radio
Jul 10, 2020
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36
Introduction
00:00 • 4min
Day Trading With Short Term Price Patterns
04:16 • 2min
The Importance of Competitive Tennis
05:56 • 2min
The Importance of Consistency in Tennis
08:24 • 2min
The Unique Space of a Trend Following Firm
10:23 • 3min
The Different Formulations of Markets
13:47 • 2min
How to Build a Portfolio That Works for All Markets
15:31 • 2min
How to Extricate Profits From Liquid Markets
17:13 • 4min
The Volatility of the Markets
21:06 • 4min
The Importance of Understanding Your Risks
24:44 • 3min
The Importance of Risk Adjuster Return
27:37 • 2min
The Evolution of a Trading System
29:30 • 4min
The Importance of Integrating With Victor's Research Platform
33:11 • 2min
The Importance of Objectivism in Entrepreneurship
35:24 • 4min
How to Be a Successful Trader
39:05 • 4min
The Importance of Liquid Futures Trading
43:04 • 2min
The Importance of Persistence
45:07 • 2min
The Importance of Passion in Trading
47:33 • 2min
The Importance of Philosophy in Trading
49:09 • 2min
How to Read Faster Than Lightning
50:52 • 2min
Alex Grayserman on Trend Following With Managed Futures
52:35 • 2min
The Nature of Trend Following
54:35 • 2min
The Value of a Long-Term Strategy
56:49 • 5min
How to Survive for Decades in the Markets
01:01:28 • 5min
The Importance of Trend Following in Equity Markets
01:06:52 • 2min
The Benefits of Trend-Following in a Crisis Alpha Environment
01:09:17 • 4min
The Importance of Diversification in the Long-Only Space
01:13:25 • 4min
The Importance of Diversifying Uncorrelated Investments
01:17:07 • 3min
How to Introduce the Science of Trend Following to New Candidates
01:19:37 • 5min
The Importance of Trend Following
01:24:33 • 2min
The Immigrant Drive That Got Me to America
01:26:55 • 3min
The Immigrant Drive
01:30:01 • 2min
The Dispersion of Trend Following Managers
01:32:29 • 5min
Will Equities Do Well in a Higher Rate Environment?
01:37:22 • 4min
The Uncoherent Diversification of Investments
01:41:30 • 3min
How to Get Into Singapore Bookshops
01:44:57 • 3min