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Trend Following with Michael Covel

Michael Covel

103 episodes

Oct 18, 2020

Ep. 912: Shannon Polson Interview with Michael Covel on Trend Following Radio 

What does it take for women to succeed in a male-dominated world?

At age nineteen, Shannon Huffman Polson became the youngest woman ever to climb Denali, the highest mountain in North America. She went on to reach the summits of Mt. Rainier and Mt. Kilimanjaro and spent more than a decade traveling the world. Yet it was during her experience serving as one of the Army’s first female attack helicopter pilots, and eventually leading an Apache flight platoon on deployment to Bosnia-Herzegovina, that she learned the lessons of leadership that forever changed her life.

Where did these insights come from? From her own crucibles of experience—and from other women. In the The Grit Factor, Polson made it her mission to connect with an elite pack of tough, impressive female iconoclasts who shared with her their candid stories of combat and career. This slate of decorated leaders includes Heather Penney, one of the first female F-16 pilots, who was put on a suicide mission for 9/11; General Ann Dunwoody, the first female four-star general in the Army; Amy McGrath, the first female Marine to fly the F/A-18 in combat and many more.

These women led at the highest levels in the most complicated, challenging, and male-dominated organization in the world. Now when positive role models of women leading are needed as never before, Polson brings these voices together, sharing her own life lessons and theirs with storytelling flair, keen insight, and incisive analysis of current research.

Bio: Shannon Huffman Polson served as one of the first women to fly the Apache helicopter in the US Army. In addition to her military service, she is the founder of the Grit Institute and speaks frequently on topics related to leadership, courage, resilience, and grit.

Oct 15, 2020

Ep. 911: Eric Crittenden Interview with Michael Covel on Trend Following Radio 

Eric Crittenden believes using an all-weather approach is the most effective way to prepare for a wide range of market environments, while still producing meaningful investment returns with limited downside risk. An all-weather approach is an asset allocation methodology that diversifies across geographic regions, asset classes, and investment styles. This approach helps investors navigate prolonged equity market declines, inflation, and negative real returns from bonds due to low interest rates. Historically, an all-weather approach has achieved higher returns than equities, with lower volatility, and smaller declines.

Bio: Eric Crittenden is the Chief Investment Officer of Standpoint Funds. He has over 20 years of experience designing and managing investment strategies, with an expertise in systematic trading in both mutual funds and hedge funds. Aside from creating sound investment strategies, his ability to simplify and communicate complex topics is what sets him apart from other investment managers. Tom Basso is the Chairman. He brings over 40 years of money management experience to Standpoint as Chairman of the Board. He was the Founder and CEO of Trendstat Capital, one of the largest futures managers in the U.S. in the 80s and 90s. Tom’s successful career has been highlighted in the book The New Market Wizards by Jack Schwager.

In this episode of Trend Following Radio:

  • Critical Thinking
  • Social Media
  • Portfolio Returns
  • “Let’s do our best not to mistake psychological problems for philosophical insights.” –Sam Harris
  • Increase Diversification
  • Trading Commodities
  • Zen Proverbs
  • Understanding the Fundamentals
  • Return on Investment
  • 2020
  • The FED
  • Tom Basso
  • Standpoint Funds

Oct 11, 2020

Ep. 910: Robert Rosenberg Interview with Michael Covel on Trend Following Radio 

Robert Rosenberg took over as CEO of Dunkin’ Donuts in 1963, 13 years after the first restaurant was founded by his father, William. In his remarkable 35-year run, he grew the company from $10 million in sales to over $2 billion, with more than 3,000 outlets. Through his tenure, Robert learned important lessons on running and scaling a family business.

In Around the Corner to Around the World, Rosenberg shares his insider perspective on all the dramatic highs and lows that are part of the Dunkin’ Donuts story to guide you to your own success story. Learn twelve key lessons from Dunkin’ Donuts former CEO Robert Rosenberg that offer critical insights and a unique, 360-degree perspective to business leaders and managers on building one of the world’s most recognized brands.

Around the Corner to Around the World:

  • Distills the characteristics of a successful company through all phases of growth.
  • Provides a new perspective on the dramatic story behind the rise of one of the world’s most iconic brands.
  • Tells the first-hand account (including essential lessons learned) from the tenure of one of the most successful CEO runs in modern business history.
  • Reveals some of the dramatic and surprising plot turns in the story of Dunkin’s rise to global prominence.

For entrepreneurs fighting for survival and leaders in growing businesses facing critical strategic decisions, competition is always fierce, and the future is never certain. Throughout all the chaos and the noise, you need a mentor that has seen a business through the ins and outs and can offer guidance that will exponentially tip the odds in your favor to succeed.

Bio: Robert Rosenberg served as chief executive officer of Dunkin’ Donuts from 1963 until his retirement in 1998. Under his leadership, the company grew from a regional family business to one of America’s best known and loved brands. Rosenberg received his MBA from Harvard Business School, and in just weeks after graduating at the age of 25, assumed the position of chief executive officer. Dunkin’ Donuts was a publicly owned company from 1968 until 1989 and earned a reputation for extraordinary stockholder returns. In that 21-year period, it earned its investors a 35 percent compound rate of return. After retiring from Dunkin, Rosenberg taught in the Graduate School at Babson College and served many years on the boards of directors of other leading food service companies, including Domino‘s Pizza and Sonic Restaurants.

In this episode of Trend Following Radio:

  • History of Dunkin Donuts
  • Food Service Companies
  • Business Strategies
  • Planning, People and Product
  • Define Reality

Sep 27, 2020

Ep. 906: Rob Chesnut Interview with Michael Covel on Trend Following Radio 

“Show of hands―who in this group has integrity?”

It’s with this direct and often uncomfortable question that Robert Chesnut, General Counsel of Airbnb, begins every presentation to new employees.

Defining integrity is difficult. Once understood as “telling the truth and keeping your word,” it was about following not just the letter but the spirit of the law. But in a moment when workplaces are becoming more diverse, global, and connected, silence about integrity creates ambiguities about right and wrong that make everyone uncertain, opening the door for the minority of people to rationalize selfish behavior. Trust in most traditional institutions is down―government, religious organizations, and higher education―and there’s a dark cloud hovering over technology. But this is precisely where companies come in; as peoples’ faith in establishments deteriorates, they’re turning to their employer for stability.

In Intentional Integrity, Chesnut offers a six-step process for leaders to foster and manage a culture of integrity at work. He explains the rationale and legal context for the ethics and practices, and presents scenarios to illuminate the nuances of thinking deeply and objectively about workplace culture.

We will always need governments to manage defense, infrastructure, and basic societal functions. But, Chesnut argues, the private sector has the responsibility to use sensitivity and flexibility to make broader progress―if they act with integrity.

Bio: ROBERT CHESNUT is General Counsel of Airbnb, Inc. A graduate of Harvard Law School and the University of Virginia, he worked for fourteen years with the U.S. Justice Department as a prosecutor. He joined eBay in 1999 as its third lawyer and founded its Trust and Safety team.

In this episode of Trend Following Radio:

  • Political Leaders
  • Silicon Valley
  • Definition of Integrity
  • Intentional Integrity
  • Discrimination
  • Law Enforcement and Justice