Sinopsis
The podcast of trend following fund manager Michael Melissinos
Episodios
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13: How Do You Make Money and Not Know Anything?
17/12/2023 Duración: 40minTopics of discussion on this episode: — Our favorite investing quote — Charlie Munger on "diversification" — Mike's LinkedIn post on the Sharpe Ratio — Recent popular Twitter posts from Jerry Links and Resources: Do you have a question for Michael and Jerry? Please DM us at @mmelissinos or @rjparkerjr09. Mike's Links Substack LinkedIn Melissinos Trading LLC Jerry's Links LinkedIn Chesapeake Capital Michael Melissinos is the founder of Melissinos Trading and Jerry Parker is the founder and CEO of Chesapeake Capital Corp. Due to industry regulations, they will not specifically discuss their funds (by name or symbol) on this podcast. All opinions expressed by podcast participants are solely their own and do not reflect the opinions of Melissinos Trading or Chesapeake Capital Corp. (or any of its employees). This podcast is meant for informational purposes only and should not be used as a basis for investment decisions. Clients of Melissinos Trad
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12: Have an Enemy
29/09/2023 Duración: 54minWe're back after a two month hiatus. Mike and Jerry bring some heat on this episode.
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11: Single Stocks Trend Following
31/07/2023 Duración: 51minTopics of discussion on this episode:— CTA's vs Trend-Followers — The combination of hard rules and philosophical guidelines — Finding shorts in an equity bull market — Exxon and Chevron Thank you for listening.
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10: Make Tough Decisions Early & Trend-Following in Everyday Life
17/07/2023 Duración: 31minTopics of discussion on this episode:— Make tough decisions right away. Waiting tends to compound the losses and opportunity costs similar to trading. — Incorporate more trend-following into everyday life and decision-making. Mike provides examples with his one year old son. — The best marketing is the best product. — Chesapeake's ETF goes live (ticker TFPN) Thank you for listening.
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09: Fed Error? Corn Market Chaos. Is More Data Better? What Was Jerry Like in 1990?
10/07/2023 Duración: 35minTopics of discussion on this episode: — Capitalizing on the Fed's "error" — The chaos of the corn market and how Mike and Jerry remain calm despite a frustrating few months — Is more data useful to traders? What about false data? What can you trust in a world of false data? — What was going on inside Jerry's head in his early days of running Chesapeake Capital Thank you for listening.
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08: Let's Talk About OceanGate
27/06/2023 Duración: 54minWe try our best to make this a family show, minus all of the f-bombs from Mike but we had to talk about the OceanGate disaster. Would this have happened if trend followers were involved in the design and testing? If they weren't involved, would they even get aboard? Jerry and Mike wouldn't, that's for sure. What questions would we ask the founder and design team during the process?
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07: Replication Damnation?
09/06/2023 Duración: 39minJerry and Mike offer Monday Morning Quarterback commentary on the fiery-ish conversation between Andrew Beer and Tim Pickering on the Top Traders Unplugged Podcast (Episode SI246: The Big CTA ETF Debate).
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06: Band of Brothers & Embracing Mundane
02/06/2023 Duración: 40minOn this episode, Jerry and Mike, discuss the importance of embracing the mundane. Also, the lessons learned from Band of Brothers (the HBO miniseries).
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05: Warren Buffett Doesn't Care About His Sharpe Ratio
15/05/2023 Duración: 37minIn this episode, Mike and Jerry talk about how to handle trading a small account, the non-appealing performance characteristics of successful long-term returns and how incredibly unconcerned Warren Buffett is with his Sharpe ratio.
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04: A Look at the Markets & Druckenmiller's Recent Comments
05/05/2023 Duración: 46minJerry is back. On this episode, we discuss what we're seeing in the markets. We also discuss the recent comments made by Stanley Druckenmiller on the U.S. Dollar. We also get into movies, specifically which Top Gun is better.
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03: How to Get Through a Rough Patch
28/04/2023 Duración: 29minMike takes questions from listeners.
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02: Mentors & Learning from Seinfeld
21/04/2023 Duración: 53minIn this episode of Talking Trends, Mike and Jerry, discuss how their teachers, mentors and experiences have shaped their approach to life and business. Avid fans of the show Seinfeld, they also admire his focus on comedy and knowing what to get rid of.
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01: "It's just fantasy hockey"
13/04/2023 Duración: 40minIn this episode of Talking Trends, Michael Melissinos and Jerry Parker, discuss their relationship with competition, struggles with losing and what keeps them motivated to win even when the stakes aren't high. Show Notes: [00:40] - Mike and Jerry share their story of how they got started in trading and what they're doing today. [05:00] - The importance of having fun on long-term success. [08:15] - Mike's wife quote about fantasy hockey gets him thinking about competitive DNA and personal pride. [11:50] - What was Jerry like as a kid? What is his attitude on winning and losing? [15:58] - Mike's initial mindset when he launched his fund. [20:15] - Support from clients, friends and family during losing periods is critical. Jerry believes he'd be much better trader had he remained in the Turtle Program being mentored by Richard Dennis and Bill Eckhardt. "Four years wasn't enough." [22:30] - Are we born with a competitive DNA or can it be taught? Sports taught Mike how to be resi