Michael Covel's Trend Following

Ep. 705: Howard Marks Interview with Michael Covel on Trend Following Radio

Oct 26, 2018
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1
Introduction
00:00 • 3min
2
The Rise and Fall of High Yield Bonds
03:29 • 2min
3
The Rise and Fall of High Yield Bonds
05:21 • 2min
4
The History of Cycles
07:33 • 4min
5
The Causality of Cycles
11:42 • 3min
6
The Consistency of Psychology in the Investment Environment
15:09 • 5min
7
The Power of Fear of Missing Out
20:06 • 2min
8
The Importance of Investing Well
22:13 • 3min
9
The Importance of Reading
25:05 • 4min
10
The Importance of Alternate History
28:36 • 5min
11
The Power of Pragmatism
33:34 • 3min
12
The Precariousness of Cycles
36:32 • 4min
13
How to Position Your Portfolio for the Possible Outcomes
40:19 • 3min
14
How to Make Money Up, Down, and Surprise Markets
43:14 • 2min