Ep. 926: Peter Mallouk Interview with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
Michael Covel
4.6 • 732 Ratings
🗓️ 7 December 2020
⏱️ 48 minutes
🧾️ Download transcript
Summary
My guest today is Peter Mallouk, the President of Creative Planning, named the #1 Independent Financial Advisory Firm in America by Barron's (2017). Barron's magazine named Peter the #1 Independent Financial Advisor in America three straight years (2013, 2014, and 2015). CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014–2015). Creative Planning currently manages nearly $50 billion for clients in all fifty states.
The topic is his book The Path: Accelerating Your Journey to Financial Freedom.
In this episode of Trend Following Radio we discuss:
- About Tony Robbins
- Market Crash
- Portfolio Bonds
- Cryptocurrency
- Market Economy
- Building Diversified Portfolio
- What is Freedom Today?
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 Coval, not filtered, raw, honest. |
| 0:27.4 | That's my passion. |
| 0:33.4 | My guest today is Peter Malook. |
| 0:35.5 | He is the president of Creative Planning LLC, which is a comprehensive |
| 0:40.6 | wealth management firm. We're talking the full enchilada comes under Peter's umbrella. |
| 0:47.6 | Investment management, financial planning, charitable giving, retirement plan, consulting, |
| 0:52.5 | tax service and estate planning services. |
| 0:55.1 | His firm has 50 billion in assets under management. |
| 1:00.0 | Peter's got the chops. |
| 1:01.9 | And he also happens to have a new book with one of my favorite people, Anthony Robbins. |
| 1:08.5 | Everyone knows that Anthony Robbins in the last few years released a book about money, a fabulous |
| 1:14.4 | book, some great insights, some of the great traders that you all love and know in Anthony |
| 1:20.1 | Robin's book. |
| 1:21.4 | So it struck me that when I saw Peter and Anthony's book together, it was time for a conversation. |
| 1:28.9 | Without any further delay, let's jump right into my conversation today with Peter Malook |
| 1:34.2 | and talk about all things money because he's more than just trading, more than investing. |
| 1:40.9 | In fact, he would not call himself a trader. |
| 1:43.0 | I want to clarify that. |
| 1:44.9 | But the full life cycle, the full history of money that has to take place in all of our lives, |
| 1:53.8 | Peter is right there with that experience. |
... |
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