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Michael Covel's Trend Following

Ep. 896: Tim Koller Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

Michael Covel

Business, Investing

4.6732 Ratings

🗓️ 24 August 2020

⏱️ 45 minutes

🧾️ Download transcript

Summary

My guest today is Tim Koller, a partner in McKinsey's Stamford, Connecticut office, where he leads a global team of corporate-finance expert consultants. Tim has served clients globally on corporate strategy and capital markets, mergers and acquisitions transactions, and strategic planning and resource allocation. For over 90 years, McKinsey & Company has helped corporations and organizations make substantial and lasting improvements in their performance. Through seven editions and 30 years, Valuation: Measuring and Managing the Value of Companies, has served as the definitive reference for finance professionals, including investment bankers, financial analysts, CFOs and corporate managers, venture capitalists, and students and instructors in all areas of finance.

The topic is his book Valuation: Measuring and Managing the Value of Companies.

In this episode of Trend Following Radio we discuss:

  • Recession and Recovery
  • The first half of 2020
  • Government Debt
  • Valuation: Measuring and Managing the Value of Companies 1st Edition
  • Stock Market and Real Economy

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.

0:21.2

I am your host, Michael Coval, not filtered, raw, honest.

0:27.4

That's my passion.

0:33.4

My guest today is Tim Kohler.

0:35.5

He is a partner at McKinsey and Company, one of the biggest

0:40.3

consultants in the world. He's a core leader in their strategy and corporate finance practice.

0:46.3

He also happens to be the author of a book called Valuation, measuring and managing the value of companies seventh edition the original edition

0:57.8

i believe 1990 tim's been at this for a long time and for anyone who knows something about

1:04.6

my background valuation measuring company value the exact opposite of my world.

1:12.8

But as you know on this podcast, I want to bring on the diverse voices.

1:16.8

I want to push myself.

1:19.4

I want to push guests.

1:20.9

I want to have that conversation.

1:23.2

I want to dig into it.

1:25.3

And there can be no doubt that Tim and his co-authors have put the work in.

1:29.3

This book, Valuation, 896 pages. They definitely turned over all stones to put this book together.

1:39.0

Without any further delay, let's jump right in and cover all the issues around valuation.

1:46.6

And everything else that's going on in the world of economics and finance today.

1:50.5

I hope you enjoy this start with something big picture before we even get into the content,

2:08.7

because here you are.

2:09.7

You're an interesting catbird seat at a very large consulting firm, very well-known.

...

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