Ep. 935: Trends, Psych and Felonies with Michael Covel on Trend Following Radio

1

Introduction

00:00 • 4min

2

Harold DeBore of Trends Trend

03:55 • 2min

3

The Importance of Trend Following

06:18 • 2min

4

How to Be a Successful Statistician

08:30 • 2min

5

The Importance of Fundamental Analysis

10:01 • 2min

6

The History of Dairy Farming

11:39 • 2min

7

The Transition to the Real World

13:28 • 2min

8

The Relationship Between Meats and Feed Cattle

15:20 • 6min

9

How to Trade Small Markets

20:56 • 2min

10

The Importance of Factors in Trading

22:38 • 2min

11

The Relevance of Academic Factors in Copper Prices

24:31 • 2min

12

The Impact of Branding on Markets

26:14 • 2min

13

The Importance of Price Action in Decision Making

27:52 • 2min

14

The Importance of Getting More Indicators

29:49 • 2min

15

The Role of Trend Following in Trading

31:27 • 2min

16

The Combustion of the US Stock Market

33:52 • 3min

17

The Self-Heating Effect of Price Increases

37:00 • 4min

18

The Negative Impact of Trend Following Strategies on Investment Management

41:04 • 6min

19

How to Be a Systematic Trader

46:44 • 2min

20

The Future of Markets

48:17 • 4min

21

The Importance of a Long Track Record

52:18 • 3min

22

The Advantages of Working in Rotterdam and the Netherlands

55:36 • 2min

23

The Importance of Being Different

57:33 • 2min

24

The Psychology of Investing

59:17 • 2min

25

The Importance of Transparency in the Psych Space

01:01:11 • 2min

26

The Fundamental Unit of Capital Markets

01:02:43 • 2min

27

The Psychology of Markets

01:04:44 • 2min

28

The Importance of Reason in Human Behavior

01:06:31 • 4min

29

The Importance of History in the Markets

01:10:15 • 3min

30

The Psychology of Market Volatility

01:12:52 • 2min

31

Rules Based Trading and Rules Based Investment

01:15:03 • 2min

32

The Four Main Behavior Biases That Give Traders Brain Damage

01:16:33 • 3min

33

The Paradox of Markets

01:19:41 • 2min

34

How to Overcome Overconfidence in Your Trading Record

01:21:23 • 3min

35

How to Avoid Divorce in the Modern Age

01:24:45 • 2min

36

The Importance of Managing Overconfidence

01:26:40 • 2min

37

The Potential for Arbitrage for the Behavior Investor

01:28:12 • 2min

38

The Importance of Emotion in Trading

01:29:44 • 2min

39

The Importance of Personality in Investor Success

01:32:05 • 2min

40

The Best Plan Is to Profit by the Folly of Others

01:33:47 • 2min

41

The Dunning Crueger Effect

01:35:32 • 3min

42

The Importance of Theory in Economics

01:38:50 • 2min

43

The Role of Behavior in Market Anomalies

01:40:52 • 2min

44

The Contrarian Perspective

01:42:52 • 2min

45

The Importance of Social Media

01:45:17 • 2min

46

How to Be a Successful Podcaster

01:47:17 • 4min

47

The President and His Minions Have Committed Felonies

01:50:55 • 4min

48

The Federal Full Statement Act Is a Real Trap for the Unwary

01:55:09 • 5min

49

The Power of the FBI Department of Justice

02:00:25 • 2min

50

Three Felonies: A Memoir

02:02:42 • 2min

51

The Importance of Truth in the Law

02:04:13 • 2min

52

The Cost of Prosecution in the United States

02:06:26 • 3min

53

The Legal System Is a Trap for the Unwary

02:08:57 • 2min

54

The Battle for Truth and Justice

02:10:36 • 3min

55

The Politics of Trump

02:13:51 • 3min

56

Three Felonies a Day

02:16:29 • 2min

57

The Role of the Federal System in the Criminal Justice System

02:18:28 • 2min

58

The Three Felonies a Day Argument

02:20:35 • 3min

59

The Motivations of Prosecutors

02:23:41 • 2min

60

The Importance of Criticism of the Bureau

02:25:32 • 3min

61

The Importance of Embracing the Law

02:29:00 • 2min

62

How to Make Money Up, Down and Surprise Markets

02:31:00 • 2min