Ep. 341: Michael Dever Interview with Michael Covel on Trend Following Radio

Published: May 1, 2015, 2 a.m.

My guest today is Michael Dever, an American businessman, futures trader, entrepreneur, and author. Dever is the founder and CEO of Brandywine Asset Management, Inc., an investment management firm founded in 1982.

The topic is Trend Following.

In this episode of Trend Following Radio we discuss:

  • Multiple fundamentally based strategies in a systematic diversified portfolio that trades across more than one hundred global markets; strategy diversification
  • The word \u201cpredictable\u201d from Dever\u2019s perspective; lack of correlation to other strategies
  • What Dever means by a \u201cnot purely quantitative\u201d strategy
  • How and why this particular suite of strategies came to exist
  • The five strategy types
  • Crisis events and black swans
  • The weakness in the multiple strategy return driver set
  • The importance of speculators
  • The fixation on low volatility strategies
  • True portfolio diversification.

Jump in!

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I\u2019m MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I\u2019m 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\u2019d like to give you a great piece of advice you can use in your life and trading journey\u2026 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\u2019t 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
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LinkedIn: @covel
Instagram: @mikecovel

Hope you enjoy my never-ending podcast conversation!