
Michael Covel's Trend Following Ep. 1173: The Right and Wrong Way of Trend Following with Michael Covel on Trend Following Radio
Apr 21, 2023
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
Introduction
00:00 • 2min
The Nature of Trend Following
02:29 • 2min
Trend Following With Managed Futures
04:41 • 5min
How to Survive for Decades in the Markets
09:20 • 5min
The Different Types of Trend Following in Equity
14:44 • 2min
The Benefits of Trend-Following in a Crisis Alpha Environment
17:09 • 4min
The Importance of Benchmarking for Institutional Investors
21:18 • 4min
The Importance of Diversifying Uncorrelated Investments
24:59 • 3min
How to Introduce the Science of Trend Following to New Candidates
27:29 • 5min
The Importance of Trend Following
32:26 • 2min
The Immigrant Drive That Got Me to America
34:47 • 3min
The Immigrant Drive
37:57 • 2min
The Dispersion of Trend Following Performance
40:21 • 5min
Will Equities Do Well in Rising Rate Environments?
45:14 • 4min
How to Diversify Your Portfolio
49:22 • 3min
How to Be a Successful Trend Follower
52:49 • 2min
The Power of David Harding on CNBC
55:00 • 2min
How to Make Money in Financial Markets
56:36 • 2min
The Misinformed Description of Trend Following Scene
58:51 • 3min
The Hot Hand Fallacy and Trend Following
01:02:04 • 2min
The Battle Back: How to Correct a Stupid Blogger
01:03:35 • 3min
The Dangers of Trend Following
01:06:51 • 3min
The Importance of Honesty in Trading
01:09:38 • 3min
Trend Following and the Millennial Generation
01:12:21 • 2min
Noah Smith's Tweets Are Still There
01:13:56 • 2min
How to Make Money Up, Down and Surprise Markets
01:15:40 • 2min
