Ep. 1286: Mike Dever Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

Michael Covel

Investing, Business

4.6 • 730 Ratings

🗓️ 20 May 2024

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guest today is Mike Dever, the founder and CEO of Brandywine Asset Management, a featured subject of three books and the author of a best-selling investment book. Mike has also been a great early identifier of investment talent, allocating capital to other investment managers that went on to great success. For over many decades, he has managed money for global banks, major corporations, and high-net-worth individuals, who have been attracted to his innovative investment philosophy.

The topic is Trend Following.

In this episode of Trend Following Radio we discuss:

Speculative markets
Market cycles
Crypto and tech stock trends
Investment psychology
Risk assessment
Quantitative approach
Evolution of trading practices
Psychological factors
Diversification and portfolio protection

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 Covel, not filtered, raw, honest.
0:27.3	That's my passion.
0:33.4	My guest today is Mike Devere.
0:35.7	Mike was actually the first interview to appear on this podcast.
0:40.3	Mike has a quant understanding of the world.
0:43.8	He is a trend following understanding of the world.
0:46.5	He's got a very reasonable, rational, thoughtful understanding of the world.
0:52.7	And I always like having him on.
0:55.0	If you want to check Mike out, you can find him at his firm, Brandywine.
0:59.8	Been around for a long time managing money for clients.
1:04.4	I got to tell you, one of the things that I love with this podcast, and it will never stop
1:08.4	when it comes to good conversations, it's the traders. The
1:13.4	traders bring the game. The traders bring the understanding. Yes, I've enjoyed talking to a lot of
1:22.0	different people on this podcast, some brilliant people on this podcast, some great entrepreneurs,
1:27.3	some Nobel Prize winners.
1:28.9	But it's the traders. The traders are the ones that make you go, yes. Without any further delay from me, I hope see these moves that have happened in 2020.
2:03.5	I mean, these are the kinds of moves that you've seen many times in a four plus decade career, right? These things happen, these near vertical
2:11.7	moves up. For those people, there's always a new audience coming into the investing world.
2:17.8	They think that they've got the piece of information they've got figured out.
2:21.7	They know something fundamentally that's this time is different and all that kind of stuff.
	...

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