Michael Covel's Trend Following Ep. 505: Daniel Crosby Interview with Michael Covel on Trend Following Radio
Nov 25, 2016
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
Introduction
00:00 • 2min
The Efficient Market Hypothesis
02:25 • 2min
The Efficient Market Hypothesis Explains What Happened in 2008
03:57 • 2min
The Importance of Rules-Based Behavioral Investing
06:23 • 3min
The Psychology of Trend Following
09:24 • 2min
How to Be a Successful Investment Manager
11:32 • 2min
The Guinea Worm Story
13:21 • 3min
The Importance of Rules in Investing
16:18 • 2min
The Paradox of Mentorship
17:54 • 3min
The Importance of Realizing the Rules Do Apply to You
21:04 • 3min
The Importance of Doing Fundamental Research
23:47 • 3min
The Role of Ownership in the Investment Conversation
26:22 • 2min
The Rise and Fall of the Passive Index Fund
28:28 • 3min
The Bad Reputation of Active Management
31:18 • 3min
The Midway Between Active and Passive Management
33:48 • 2min
The Importance of Clearness in Investing
35:59 • 2min
The Four Cs: Consistency, Clarity, Courage, and Conviction
37:51 • 2min
Sigmund Freud and the Unconscious Mind
39:25 • 2min
How to Take Advantage of the March of 2009 of the World
40:59 • 3min
How to Scan the Cat in the Market
44:17 • 3min
The Black Swan Will Swim in One Day
47:22 • 2min
The Sharp Ratio on Tracking Error
48:55 • 3min
The Monkey See Monkey Do Thing
51:46 • 2min
How to Make Money Up, Down and Surprise Markets
53:42 • 2min