Ep. 862: Mike Dever Interview with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
Michael Covel
4.6 • 732 Ratings
🗓️ 27 April 2020
⏱️ 47 minutes
🧾️ Download transcript
Summary
My guest today is Mike Dever, a trader and investor. He was also episode number one on this podcast! Mike has been on the front line of investment innovation and trading for more than 30 years. His firm, Brandywine Asset Management, has produced top-ranked returns for its clients that are uncorrelated to all conventional investment benchmarks. His out-of-the-box thinking, innovative investment philosophy and investment success have made him a featured subject of three books, "Bulls, Bears and Millionaires," "Market Beaters" and "The Investor's Guide to Hedge Funds."
The topic is Trend Following.
In this episode of Trend Following Radio we discuss:
- Depression
- Corona Crisis
- Entrepreneurial Attitude
- US Equities
- Globally Diversified Return Driver based Trading
- Portfolio
- Global Markets
- Alpha Hedge Strategy
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. |
| 0:21.0 | I am your host, Michael Covel. |
| 0:24.0 | Not filtered, raw, honest. |
| 0:27.4 | That's my passion. |
| 0:33.4 | Mike Devere was my first episode. And now, somewhere in the 800s, he's back on again. |
| 0:43.8 | Actually, he was on for a second time. I'm fairly certain as well. But wow, so cool that somebody who gave me his time so early on when this podcast really had zero people listening, I mean a handful. |
| 1:02.2 | And Mike, a very experienced money manager, lots of insights, a really interesting Rolodex, Mike came on and gave me his perspective. |
| 1:13.6 | And now he's back today with one of those great perspectives about the markets, trading, and investing that you need to listen to. |
| 1:24.0 | It's not the same old, same old. |
| 1:26.0 | It's a different view. |
| 1:28.6 | And damn it, if we're looking at the current spring 2020, |
| 1:33.8 | and you think you don't need a different view |
| 1:36.5 | if you think the game is the same old game, |
| 1:39.7 | you got something wrong with you. |
| 1:43.0 | Without any further delay, let's jump right into my conversation today with Mike Devere. |
| 2:00.6 | I'm doing well. How are you? Doing fine. Yeah. I mean, it's been a very interesting time, obviously. And |
| 2:06.4 | right now, I mean, the silver linies, I got all three of my boys home for a little while. So we get some good |
| 2:12.6 | family time. You're outside Philly. Is that right? We are outside Philadelphia. Yeah. right before I called you, I was thinking, well, I know just from memory, you've been |
| 2:22.5 | on the show a couple times, but I was thinking, Mike had to have been in the first 10 episodes |
| 2:27.0 | and I quickly pulled up my own website because 856 episodes in, lo and behold, you were |
| 2:34.0 | the first episode. |
... |
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