Ep. 639: Martin Bergin and James Dailey Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

Michael Covel

Investing, Business

4.6 • 730 Ratings

🗓️ 9 March 2018

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guests today are Martin "Marty" Bergin and James Dailey.

Bergin is the President and owner of DUNN Capital Management. He began working with DUNN in 1997 and took over the day-to-day operations of the firm in 2007. He became owner in 2015 (Bill Dunn remains Chairman).

James Dailey became CEO of Dunn Capital in March 2016. DUNN has a track record that spans over 40 years.

The topic is Trend Following.

In this episode of Trend Following Radio we discuss:

End of the new normal
Markets reverting
Long term volatility vs Short term volatility
Crypto currency
Risk management
Price action trading
Diversification in portfolio

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.
0:33.2	Before I dive into my trend following guests today, I have a trend following request.
0:40.4	If you've not taken the time to yet go to Amazon and write a review of my newest edition of trend following,
0:48.7	come on, what are you waiting for?
0:51.3	Go say something great.
0:53.6	Or say something crazy, your choice. But please, take the time.
0:59.9	Go write a review at Amazon. It supports the podcast. It keeps me going. It's the nature of the beast.
1:05.7	I hate begging for people to go write reviews. But my gosh, that's the hand we've been dealt by Mr. Bezos in 2018.
1:15.4	My guest today, Martin Bergen, president and owner of Dunn Capital, and also James Daly, the CEO of Dunn Capital.
1:24.2	I believe this is Marty's third appearance on the show. I'm not sure. I think it's James' first
1:28.7	appearance. Recorded in the week after the February market volatility, a wide-ranging
1:37.4	trend-following conversation and diving deep into how Dun Capital looks at the world and the trend following world.
1:45.7	I hope you enjoy this conversation with Martin Bergen and James Daly of Dun Capital.
1:58.0	So, guys, I've caught a lot of headlines recently, obviously a lot of volatility pumping
2:04.0	up in the stock market, but that drumbeat, that thing that comes out when the straight-up
2:10.7	bull market inequities slows or takes a break or goes the other direction, invariably,
2:20.6	invariably, the machines are blamed.
2:26.8	And, you know, when I look at something like Dun Capital, for example, you guys are, as far as I know,
2:35.2	you guys are these machine traders, right? This goes, and your machine trading goes back to the 1970s, if I'm not mistaken.
	...

Please login to see the full transcript.

Previous episode | Next episode

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.