Ep. 763: Thales Teixeria Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

Michael Covel

Investing, Business

4.6 • 730 Ratings

🗓️ 17 May 2019

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guest today is Thales Teixeira. Based on eight years of research visiting dozens of startups, tech companies and incumbents, Harvard Business School professor Thales Teixeira shows how and why consumer industries are disrupted, and what established companies can do about it—while highlighting the specific strategies potential startups use to gain a competitive edge.

The topic is his book Unlocking the Customer Value Chain: How Decoupling Drives Consumer Disruption.

In this episode of Trend Following Radio we discuss:

As Teixeira makes clear, the nature of competition has fundamentally changed. Using innovative new business models, startups are stealing customers by breaking the links in how consumers discover, buy and use products and services. By decoupling the customer value chain, these startups, instead of taking on the Unilevers and Nikes, BMW’s and Sephoras of the world head on, peel away a piece of the consumer purchasing process.

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

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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.
0:33.3	My guest today is Talas Tashira.
0:36.4	He's an associate professor of business administration at Harvard Business School.
0:41.6	His work has been widely published across all the big names that you know and love.
0:47.1	Today we're discussing his work unlocking the customer value chain, how decoupling drives consumer disruption.
0:56.9	This is something I did not think initially on first glance that it would really hit me,
1:04.5	but it did.
1:06.6	If you're an entrepreneur, Talas' message is so damn important, especially for right now.
1:15.9	I just don't know what other business book you would want to start with than the perspective that he's giving.
1:22.2	Now, by no means does that mean it's the only way to think.
1:26.3	But what he's talking about at the very early stages is so damn important.
1:35.1	It's just mission critical.
1:37.7	Now, I must say this is one of those podcast episodes that you, the listener, will not notice how bad the technical recording of this went.
1:50.1	Unfortunately, Skype did not cooperate.
1:53.6	Unfortunately, my recording at the very initial few minutes did not cooperate.
1:58.9	But through the magic of editing, my podcast guy Matthew,
2:05.6	everything will be smooth as silk.
2:09.2	But to set this up, part of the very beginning that was missed,
2:13.7	I said to tell us, imagine you're in the elevator,
	...

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