Ep. 648: Thinking Clearly with Michael Covel on Trend Following Radio

1

Introduction

00:00 • 5min

2

Euro Dollar Lessons From 1987

05:05 • 3min

3

The Importance of Diversification in Forex Trading

08:07 • 4min

4

The Importance of Risk Management

12:03 • 5min

5

Oil Market Moves That Should Never Ever Happen

17:05 • 2min

6

The Effect of Speculators on the Market

19:24 • 4min

7

The Importance of Honesty and Ethics

23:15 • 6min

8

The Importance of Location Independence

29:14 • 4min

9

The Importance of Diversification

33:35 • 2min

10

The Importance of Diversification in the Wrecks

35:46 • 2min

11

The Diversification of Futures

37:52 • 4min

12

The Keyhole of the News Is Not the Keyhole

41:53 • 2min

13

The Importance of Trend Following in China

43:39 • 4min

14

The Morality of Markets

47:15 • 5min

15

The Importance of Pride

51:49 • 3min

16

The Effect of Minimum Wage on the Economy

54:23 • 4min

17

The Effects of Minimum Wage Laws on Employment Opportunities

58:02 • 5min

18

The Importance of Hard Work

01:02:46 • 3min

19

The Free Market Mindset in the Fall of 2008

01:05:43 • 5min

20

The American People Want Congress to Do Things That There's No Constitutional Authority

01:10:57 • 3min

21

The Thick Skin of a Radical

01:13:40 • 4min

22

Suffer No Fools

01:17:24 • 3min

23

Capital in the 21st Century

01:20:05 • 2min

24

The Importance of Moral Science

01:22:27 • 3min

25

The Failure of the US Investment Banks

01:25:18 • 2min

26

Goldman Sachs and Morgan Sandland

01:27:17 • 2min

27

How to Be a Successful Physicist

01:28:52 • 2min

28

Goldman Sachs: The Eye-Opener

01:31:05 • 2min

29

The Importance of Being a Manager at Goldman Sachs

01:32:38 • 3min

30

The Importance of User Interface in Trading Systems

01:35:19 • 3min

31

The Comparison of Economics and Science

01:38:16 • 2min

32

The Differences Between Finance and Physics

01:40:09 • 2min

33

How to Estimate Risk

01:42:37 • 2min

34

The Difference Between Theories and Models in Physics

01:44:21 • 3min

35

The Perversion of Common Sense

01:47:33 • 1min

36

The Importance of Understanding Quantitative Models

01:49:03 • 3min

37

The Differences Between Economics, Finance and Science

01:51:37 • 2min

38

The Perversion of Behavioral Economics

01:53:53 • 2min

39

The Rise and Fall of Behavioral Economics

01:56:05 • 1min

40

The Pros and Cons of Politics

01:57:28 • 2min

41

How to Make Money Up, Down and Surprise Markets

01:59:22 • 2min