
Michael Covel's Trend Following Ep. 572: Quant Hysterics with Michael Covel on Trend Following Radio
Jul 17, 2017
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
The Problem With Black Box
04:11 • 2min
The Anti Black Box Silliness of Quantitative Investment Management
06:19 • 3min
Warren Buffett's 1987 Berkshire Hathaway Letter
09:28 • 3min
How Buffett and Charlie Munger Transfer Their World
12:24 • 3min
The Arcane Formula of Long Term Capital Management
15:08 • 3min
The Importance of Trend Following
17:49 • 3min
