
Michael Covel's Trend Following Ep. 26: Mebane Faber Interview with Michael Covel on Trend Following Radio
Jun 19, 2012
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
Mebin Faber: A Portfolio Manager
01:34 • 5min
The Initiation Point for Quantitative Asset Allocation
06:32 • 4min
The Perception Issue With Market Timing
10:48 • 2min
The Benefits of Coming From a Financial Background
12:52 • 2min
The Ivy Portfolio: A Guide to Building a Successful Business
14:55 • 1min
The Three Determinants of Portfolio Performance
16:22 • 3min
The Drawbacks to the Endowment Style Allocation
18:55 • 4min
The Black Swans Hide in the 10 Best Days Myth
23:02 • 3min
The Benefits of Trin Following on Stocks
26:13 • 5min
The Benefits of Missing the Best Days in the Market
31:13 • 2min
The Learning to Love Investment Bubbles
33:17 • 5min
The Human Element in Trend Following Returns
37:55 • 2min
The Different Types of Markets
39:56 • 2min
The Importance of Optimism
41:37 • 4min
The Importance of Evaluating Markets
45:36 • 3min
The Irony of a Price-Based Trend-Fong Strategy
48:57 • 3min
How to Be a Pure Buy and Hold Investor
51:37 • 3min
How to Make Money Up, Down and Surprise Markets
54:46 • 2min
