Turtle Jerry Parker and New Market Wizard Charles Faulkner both on the podcast now with new interviews: http://www.covel.com/podcast
All podcast episodes live: https://itunes.apple.com/us/podcast/trend-following-manifesto/id151217747 New episodes up now.
Hey Mike, Most of us have no idea who these people are--- how about posting a short one or two line bio along with the announcement so we can decide if its something worthwhile personally--- thanks! surf
My bad. On my iTunes podcast page (link) is an "i" in italics. Long write up on the content of each episode is there. For example, this episode: Michael Covel talks to Cole Wilcox of Longboard Asset Management. Wilcox has been in the trend following space for quite some time, first as a CPO and now as a CTA and mutual fund manager. Wilcox is trying to find the ânext waveâ hence the name for his firm, Longboard. Wilcox was also profiled in Covelâs âLittle Book of Tradingâ with his partner Eric Crittenden. Wilcox has achieved some notoriety in past four weeks because a stock that heâs been speaking about has been doing quite well (Tesla). Covel asks Wilcox about his firmâs recent fundamental-style pick on the aforementioned stock despite the fact that much of Longboard is an automated, technical trend following firm. Wilcox talks about discretionary aspects of Longboard and the fact that price still rules in the end. Covel and Wilcox also discuss process and how Wilcox found his way into Tesla; finding the next Tesla; asymmetric bets; parabolic moves; the reception to having a fundamental trend-spotting program as well as a traditional systematic price-based approach; why a purely systematic trend following system would have had you in Tesla anyway; being flexible when your hypothesis has been revealed to be wrong; whether new technologies can succeed against the vested interests of those that are making money from keeping those new technologies from succeeding; comparisons of Apple to Tesla; pollution and the electric car; Wilcoxâs thoughts on J.P. Morganâs recent profits 63 of the past 63 days, and why a firm like Longboard doesnât have those kinds of profits; raw information, the idea of information overflow, and how to narrow things down and not find yourself distracted; the importance of travel; the future of communication; language; and the importance of resiliency and the ability to prepare, plan for, absorb, recover from, and more successfully adapt to adverse events.
Two new monologues live on the podcast: https://itunes.apple.com/us/podcast/trend-following-manifesto/id151217747 Always open to new guest ideas. Drop me a line at facebook.com/covel or twitter.com/covel.