
Michael Covel's Trend Following Ep. 146: Mebane Faber Interview with Michael Covel on Trend Following Radio
Aug 12, 2013
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
Mebben Faber's Vietnam Powwow
01:52 • 2min
The Importance of History in Asset Allocation
03:30 • 5min
The Different Allocations of Assets
08:03 • 2min
How to Buy and Hold a Portfolio on Your Own
09:37 • 2min
The Benefits of Being a Quantitative Systems Guy
11:21 • 3min
How to Bring the Average Person In
14:06 • 2min
The Boom Bus Cycles in Equity Markets
16:32 • 5min
The Importance of Market Cap Weighting Portfolios
21:57 • 1min
The Challenges of Valuation in the US Equity Market
23:17 • 2min
The Importance of Being Asset Class Agnostic
25:45 • 4min
The Importance of Planning for Inflation
29:21 • 2min
The Eight Wonder of the World's Compounding
31:47 • 2min
How to Invest in Stocks Based on Dividends
33:44 • 4min
The Benefits of Investing in Momentum
37:40 • 4min
The Importance of a Good Strategy
41:49 • 5min
The Importance of Trend Falling Presentations
46:35 • 3min
The Importance of Holding Periods
49:28 • 2min
The Best Place to Keep Up With Meb of Failure
51:01 • 2min
How to Make Money Up, Down and Surprise Markets
52:49 • 2min
