This is trend following radio where great thinking comes alive.

Nobel Prize winners, legendary traders, bestselling authors, and the pros that know what drive us irrational human beings.

I am your host, Michael Coval.

Not filtered, raw, honest.

That's my passion.

Now let me take you into something a little fun today.

As I said at the top of the show, I see this

as a big soup, these interconnected ideas and thoughts that you never would have expected

that Jeff Bezos operates as a trend following trader. But he sure as hell does. Absolutely 100%. He's got it in his mindset,

and he's not the only one. Venture capitalist, Hollywood financing, the MIT blackjack team,

Warren Buffett, oh yeah, go read Snowball. Go read about Warren Buffett and the Kelly

criteria. Warren knows what's up. Don't let the buy and hold fantasy of Warren Buffett and all

the bookstores lull you to sleep because that's a bunch of bullshit. Warren knows what's up.

Highly concentrated bets and being flexible.

Before I even get into the meat of this topic, however, I want to seed a thought in your head

because I've seen this in my world.

And this is an excerpt from Seth Godin's blog.

So he had a college professor years ago.

He worked as an engineering consultant.

There was a 40-story office tower in Boston with a serious problem.

An unsightly dark smudge was coming through the drywall.

Not good.

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