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Michael Covel's Trend Following

Ep. 346: Gavin Serkin Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

Michael Covel

Business, Investing

4.6732 Ratings

🗓️ 18 May 2015

⏱️ 52 minutes

🧾️ Download transcript

Summary

My guest today is Gavin Serkin. He has been writing about developing economies for the better part of two decades as the Editor of Portfolio International magazine and more recently as the head of the emerging markets international desk at Bloomberg News in London. Serkin led Bloomberg's coverage of the credit and derivatives markets from 2004 to 2008, winning the Society of American Business Editors & Writers' Best in Business Award and the Society of Professional Journalists' Deadline Club Award.

The topic is his book Frontier: Exploring the Top Ten Emerging Markets of Tomorrow.

In this episode of Trend Following Radio we discuss:

  • Safety issues in frontier lands
  • Men and women in frontier countries
  • Global brands and the direction we're headed
  • Mark Mobius
  • Myanmar and violence
  • Nigeria's economy and where it's headed

Jump in!

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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.

0:21.1

I am your host, Michael Cobell.

0:24.0

Not filtered, raw, honest.

0:27.4

That's my passion.

0:32.9

Ever since I got on a plane,

0:36.1

leaving San Diego, February 2013, and spending the better part of the last two years in Asia, and a heck of a lot of countries, a ton of cities.

0:51.6

That feeling of the Wild West, that feeling being indiana jones i just love it now of course

0:59.3

if you go to shanghai if you go to beijing if you go to bangkok you go to singapore if you go to

1:05.4

kuala lumpur it's not exactly the wild west it's not what i mean but it is the wild west in the sense West. It's not what I mean.

1:16.3

But it is the Wild West in the sense that when you've not seen these places, they're exciting.

1:17.9

It's a whole new, just waking up to the world.

1:24.5

I mean, if you have not been traveling, if you've not put your rear end on an airplane,

1:29.8

and let's say you're based in Northern Europe, let's say you're based in the States,

1:35.3

if you have not got on a plane and gone somewhere to Asia yet,

1:41.3

what in the hell is wrong with you? Seriously, you might have a problem. You have no excuse. Zero excuse.

1:54.1

It's about a 12-hour flight from either Washington or New York to Tokyo, you could stop there,

2:01.9

and from there it's another five to seven hours

2:04.3

to just about anywhere else in Asia.

2:07.1

Yeah, yeah, yeah, that sounds like a long time

2:09.1

you're saying to yourself, guess what?

2:11.3

Most people are sitting around watching 15, 20 hours

...

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