Michael Covel's Trend Following Ep. 758: The Foundation of Good Trading with Michael Covel on Trend Following Radio
Apr 29, 2019
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 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80
Introduction
00:00 • 4min
How to Make $2 Million in the Stock Market
03:39 • 3min
The Importance of Location Independence in Trend Following
06:44 • 3min
The Importance of Fundamentals in Stock Prices
09:39 • 3min
The Importance of Honest Information
12:23 • 3min
The Silent Partner Along for the Ride
15:25 • 4min
The Importance of Learning From Your Mistakes
19:06 • 2min
How to Deal With Worry
21:08 • 4min
How to Quiet Thinking
24:49 • 3min
The Philosophical Foundation for Success
28:09 • 3min
The Consequences of Speculation
31:19 • 3min
The Origins of Trend Following
34:43 • 3min
David Ricardo's Statement Not Being a Specific System
37:21 • 1min
The Three Golden Rules of Speculation
38:41 • 3min
The Importance of Speculation
41:47 • 2min
The Science of Speculation
43:38 • 4min
The Importance of Speculation
47:24 • 2min
The Importance of Speculation
49:25 • 5min
The Importance of a Philosophical Foundation in Trading Success
54:16 • 3min
How to Deal With Risk and Uncertainty
57:45 • 2min
How to Communicate Risk in an Unstable Way
59:55 • 4min
The Importance of Intuition Pumps
01:04:18 • 2min
The Importance of a File Cabinet
01:06:34 • 3min
How to Multiply a Salesman's Commission Rate
01:09:25 • 2min
How to Calculate the Total Sales Course in California
01:11:33 • 3min
How to Find the Commissions by Multiplication
01:14:17 • 4min
The Importance of Keeping Track of Instructions
01:18:26 • 3min
How to Make a Card That Tells You What to Do
01:21:05 • 2min
How to Set Brown and Orange Dots in a Map
01:23:19 • 4min
How to Write an Alphabet
01:27:23 • 4min
How to Save Information in a File Cabinet
01:31:22 • 2min
How to Operate a Valve With Water
01:33:36 • 4min
How to Use a File System for Different Problems
01:37:39 • 2min
How to Improve Your Computer's Memory
01:39:58 • 3min
How to Make a System Run With Numbers of File Clerks
01:42:29 • 3min
The Future of Machine Learning
01:44:59 • 2min
How to Make a Computer a Good File Clerk
01:47:02 • 2min
How to Play a Computer Game
01:49:22 • 2min
How Much Wire Do You Need?
01:51:38 • 2min
How to Be a Systematic Trend Following Trader
01:53:58 • 3min
The Common Character Traits of Geniees
01:56:46 • 55sec
The Importance of Concentration
01:57:40 • 4min
The Psychology of Heavy Metal in the Early 1980s
02:01:19 • 3min
The Importance of Identifying With Metal Music
02:04:31 • 4min
Jurassic World: The Truth About the Stock Market
02:08:25 • 2min
The Importance of Simple Strategies
02:10:52 • 3min
The Proper Way for Investors to View the Stock Market
02:13:54 • 4min
The Pros and Cons of Shooting for Average
02:17:30 • 3min
How to Hire a Financial Advisor
02:20:15 • 2min
How to Be a Successful Investor
02:22:16 • 4min
The Importance of Long-Only Positions in Commodities Markets
02:26:07 • 2min
The Power of Trend Following in Commodities Markets
02:28:31 • 4min
The Importance of Choice in Trading
02:32:02 • 3min
How to Get Self Confidence
02:34:47 • 3min
How to Trade Stocks With a Strategy
02:37:59 • 3min
How to Trade Commodities
02:41:02 • 3min
How to Find a New Law
02:43:53 • 4min
The Importance of a Good Guess
02:48:20 • 4min
How to Make Guesses
02:52:25 • 2min
How to Solve a Quantum Mechanical Amplitude Problem
02:54:13 • 2min
The Importance of Fundamental Analysis in Commodities
02:55:59 • 4min
How to Make Money in Commodities
02:59:42 • 3min
How to Be a Trend Following Trader
03:02:24 • 3min
The Legacy of Trend Following
03:05:35 • 3min
The Most You Ever Lost in the Coin Toss
03:08:41 • 5min
How the Markets Are Efficient
03:13:16 • 3min
The Importance of Efficiency in Markets
03:15:48 • 2min
The Different Types of Momentum
03:18:11 • 2min
The Different Types of Stock Trading Techniques
03:20:40 • 2min
The Importance of Risk Management in Trading
03:22:25 • 2min
How to Create a Repeatable Process to Deliver Potential Out Performance
03:24:26 • 2min
How to Deal With Losses in the Real World
03:26:23 • 3min
Warren Buffett's Shop Ratio
03:29:40 • 4min
The Role of Leverage in Portfolio Performance
03:33:35 • 2min
The Future of Quantitative Investing
03:35:34 • 3min
The Importance of Market Prices in the Economy
03:38:50 • 2min
How to Trade for Live Ammunition
03:41:02 • 2min
How to Invest in a Trend Following Strategy
03:43:16 • 2min
How John Paulson Sized His Subprime Bet
03:45:41 • 2min
How to Make Money Up Down and Surprise Markets
03:47:22 • 2min