Ep. 1126: Martin Bergin Interview with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
Michael Covel
4.6 • 732 Ratings
🗓️ 7 November 2022
⏱️ 47 minutes
🧾️ Download transcript
Summary
My guest today is Martin Bergin, the president and owner of DUNN since 2007. Bergin oversees all mission-critical operations of the firm, including the firm's research and development efforts as well as the construction and management of the firm's managed futures portfolios. He joined DUNN in 1997 as Accounting Systems Manager, and was promoted to Vice President and Chief Financial Officer in 2001. Prior to joining DUNN, he was a partner at a Northern Virginia CPA firm where he worked for 10 years managing audit, tax and consulting engagements for clients in the managed futures, banking and defense industries.
The topic is Trend Following.
In this episode of Trend Following Radio we discuss:
- DUNN's trading strategy
- Modern portfolio and volatility
- Reducing the risk and enhancing returns
- Risk management modification
- The philosophical foundation
- Systematic trend following
Jump in!
---
I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show.
To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/
You can watch a free video here: https://www.trendfollowing.com/video/
Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast
My social media platforms:
Twitter: @covel
Facebook: @trendfollowing
LinkedIn: @covel
Instagram: @mikecovel
Hope you enjoy my never-ending podcast conversation!
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This is trend following radio where great thinking comes alive. |
| 0:10.9 | Nobel Prize winners, legendary traders, bestselling authors, and the pros that know what drive us irrational human beings. |
| 0:21.2 | I am your host, Michael Covel, not filtered, raw, honest. |
| 0:27.4 | That's my passion. |
| 0:33.4 | My guest today back on the show is the CEO and owner of Dun Capital, Marty Bergen. |
| 0:40.6 | We cover wide territory today, like always, wide trend following territory. |
| 0:47.6 | I have a long history with Marty going back to age 16 the first time I met him. |
| 0:53.8 | It's very easy to have a casual conversation. What a |
| 0:56.5 | crazy world. I had no earthly idea at age 16 that Marty would end up being involved with Dunn Capital |
| 1:03.0 | and that I would end up being involved in trend following without any further delay from me, |
| 1:07.8 | without any further rambling for me. Let's talk a little trend following |
| 1:12.3 | with Marty Bergen, CEO of Dunn Capital, one of the pioneering trend following firms founded by |
| 1:18.7 | Bill Dunn profiled in my book Trend Following. I hope you enjoy this conversation with |
| 1:24.5 | Marty Bergen. enjoy this conversation with Marty Burke. |
| 1:37.8 | Here's my first question for you. |
| 1:42.5 | Do people still argue with you, or do you even allow yourself to get into arguments about the topic of your trading |
| 1:45.0 | style? Are there still arguments? |
| 1:47.2 | No. There's not arguments. The thing that is really interesting is, I would say most |
| 1:54.5 | people, including sophisticated investors, they still don't understand it. It's one of the |
| 2:00.0 | longest factors in investing ever. |
| 2:03.2 | Yet institutions and sophisticated investors who are extremely smart people still don't get it. |
| 2:11.3 | They understand the concept, but they don't get how it fits into portfolio. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Michael Covel, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Michael Covel and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.