Ep. 447: Ben Hunt Interview with Michael Covel on Trend Following Radio

1

Introduction

00:00 • 2min

2

The Great Muddy Middle

01:36 • 3min

3

The Narrative of Central Bank Omnipotence

04:14 • 2min

4

The Consequences of Inflation and Massive Debt

06:42 • 3min

5

The Emergence of the Nash Equilibrium

09:53 • 4min

6

The Swing Factor in Growth

14:00 • 3min

7

The Role of Tactics in Warfare

17:20 • 2min

8

The Effects of Negative Interest Rates on Currency Value

19:24 • 2min

9

The Zero-Sum Game in Human Economic History

21:41 • 4min

10

The Bi-Modal Distribution of Preferences

25:24 • 4min

11

The Influence of Ray Dalio and Bridgewater on Money Management

29:33 • 3min

12

The Importance of a Systematic Approach to Investing

32:51 • 3min

13

The Importance of Quality in Stock Picking Decisions

35:57 • 2min

14

The Risk of Failure

38:08 • 2min

15

Five Easy Pieces for the World as It Is

40:02 • 2min

16

The Importance of Policy Driven Markets

41:41 • 5min

17

The Importance of Private Markets

46:25 • 3min

18

The Overwhelming Death That Sloshes Around the World

49:09 • 2min

19

How to Make Money Up, Down and Surprise Mark

51:03 • 3min