Filtra per genere
- 49 - 18: One of the Best Trades Ever [Cocoa Edition]Tue, 02 Apr 2024 - 42min
- 48 - 17: The Magellan Fund Myth?
None of us are immune to making emotional decisions.
Today on Talking Trends, Mike Melissinos discusses how we can all learn from what our emotions are communicating to us. And how we can use this to develop wisdom and improve our investing performance.
Listen in to learn about famed investor Peter Lynch's Magellan Fund returns and the mythical Fidelity study that showed how the average investor actually lost money despite the fund's annualized returns of 29%.
Check out all episodes on YouTube
Key Takeaways:
Our response to our emotions, not the emotions themselves, is what hurts our returns. A strong performing investment can invite poor behavior that hurt returns (e.g. ARKK) "You need to be able to do the right thing no matter how you feel." Mike's early experiences with managing investor emotions through strong and poor performance periods Questions to ask yourself as you feel your emotions flaring up.Talking Trends is a production of Melissinos Trading. You can find show notes and transcripts on YouTube. Full video episodes are available on LinkedIn and X.
If you have a question for Mike about a better way to manage your money and investments, leave me an info@melissinostrading.com and I might answer it on a future episode.
Links and Resources:
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 LLC 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 Trading and Chesapeake Capital Corp may maintain positions and securities discussed in this podcast.
Wed, 31 Jan 2024 - 27min - 47 - 16: Dynamic Profit Slashing
Topics of discussion on this episode:
— New trend-following investor gets cold feet
— Should we change the name of our podcast?
— Dynamic Position Sizing = Dynamic Profit Slashing
— Smoother returns...but they'll be lower
Links and Resources:Do you have a question for Michael and Jerry? Please DM us at @mmelissinos or @rjparkerjr09.
Mike's Links
Melissinos Trading LLC
Jerry's Links
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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit melissinostrading.com and chesapeakecapital.com.
Mon, 08 Jan 2024 - 36min - 46 - 15: Take a Stand
Topics of discussion on this episode:
— Harvard President plagiarism
— Knowing what you're buying
— Finding the best cup of coffee
— Standing for something builds trust
Links and Resources:Do you have a question for Michael and Jerry? Please DM us at @mmelissinos or @rjparkerjr09.
Mike's Links
Melissinos Trading LLC
Jerry's Links
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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit melissinostrading.com and chesapeakecapital.com.
Fri, 29 Dec 2023 - 46min - 45 - 14: Constraints are LiberatingFri, 22 Dec 2023 - 17min
- 44 - 13: How Do You Make Money and Not Know Anything?
Topics 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
Jerry's Links
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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit melissinostrading.com and chesapeakecapital.com.
Sun, 17 Dec 2023 - 40min - 43 - 12: Have an Enemy
We're back after a two month hiatus. Mike and Jerry bring some heat on this episode.
Links and Resources:Do you have a question for Michael and Jerry? Please DM us at @mmelissinos or @rjparkerjr09.
Mike's Links
Jerry's Links
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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit melissinostrading.com and chesapeakecapital.com.
Thank you for listening.
Fri, 29 Sep 2023 - 54min - 42 - 11: Single Stocks Trend Following
Topics 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
Links and Resources:Do you have a question for Michael and Jerry? Please DM us at @mmelissinos or @rjparkerjr09.
Mike's Links
Jerry's Links
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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit melissinostrading.com and chesapeakecapital.com.
Thank you for listening.
Mon, 31 Jul 2023 - 51min - 41 - 10: Make Tough Decisions Early & Trend-Following in Everyday Life
Topics 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)
Links and Resources:Do you have a question for Michael and Jerry? Please DM us at @mmelissinos or @rjparkerjr09.
Mike's Links
Jerry's Links
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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit melissinostrading.com and chesapeakecapital.com.
Thank you for listening.
Mon, 17 Jul 2023 - 31min - 40 - 09: Fed Error? Corn Market Chaos. Is More Data Better? What Was Jerry Like in 1990?
Topics 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
Links and Resources:Do you have a question for Michael and Jerry? Please DM us at @mmelissinos or @rjparkerjr09.
Mike's Links
Jerry's Links
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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit melissinostrading.com and chesapeakecapital.com.
Thank you for listening.
Mon, 10 Jul 2023 - 35min - 39 - 08: Let's Talk About OceanGate
We 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?
Links and Resources:Do you have a question for Michael and Jerry? Please DM us at @mmelissinos or @rjparkerjr09.
Mike's Links
Jerry's Links
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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit melissinostrading.com and chesapeakecapital.com.
Thank you for listening.
Tue, 27 Jun 2023 - 54min - 38 - 07: Replication Damnation?
Jerry 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).
Links and Resources:Do you have a question for Michael and Jerry? Please DM us at @mmelissinos or @rjparkerjr09.
Mike's Links
Jerry's Links
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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit melissinostrading.com and chesapeakecapital.com.
Thank you for listening.
Fri, 09 Jun 2023 - 39min - 37 - 06: Band of Brothers & Embracing Mundane
On this episode, Jerry and Mike, discuss the importance of embracing the mundane. Also, the lessons learned from Band of Brothers (the HBO miniseries).
Links and Resources:Do you have a question for Michael and Jerry? Please DM us at @mmelissinos or @rjparkerjr09.
Mike's Links
Jerry's Links
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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit melissinostrading.com and chesapeakecapital.com.
Thank you for listening.
Fri, 02 Jun 2023 - 40min - 36 - 05: Warren Buffett Doesn't Care About His Sharpe Ratio
In 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.
Links and Resources:Do you have a question for Michael and Jerry? Please DM us at @mmelissinos or @rjparkerjr09.
Mike's Links
Jerry's Links
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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit melissinostrading.com and chesapeakecapital.com.
Thank you for listening.
Mon, 15 May 2023 - 37min - 35 - 04: A Look at the Markets & Druckenmiller's Recent Comments
Jerry 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.
Links and Resources:Do you have a question for Michael and Jerry? Please DM us at @mmelissinos or @rjparkerjr09.
Mike's Links
Jerry's Links
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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit melissinostrading.com and chesapeakecapital.com.
Thank you for listening.
Fri, 05 May 2023 - 46min - 34 - 03: How to Get Through a Rough Patch
Mike takes questions from listeners.
Links and Resources:Do you have a question for Michael and Jerry? Please DM us at @mmelissinos or @rjparkerjr09.
Mike's Links
Jerry's Links
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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit melissinostrading.com and chesapeakecapital.com.
Thank you for listening.
Fri, 28 Apr 2023 - 29min - 33 - 02: Mentors & Learning from Seinfeld
In 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.
Links and Resources:Do you have a question for Michael and Jerry? Please DM us at @mmelissinos or @rjparkerjr09.
Mike's Links
Jerry's Links
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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit melissinostrading.com and chesapeakecapital.com.
Thank you for listening.
Fri, 21 Apr 2023 - 53min - 32 - 01: "It's just fantasy hockey"
In 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 resilient and develop a pain threshold that doesn't interfere with his discipline in trading.
[24:15] - Growing up in a winning environment influenced Mike's ability to handle losing. He had to learn how to accept and improve from defeat, something he didn't have the skill to do at a young age.
[29:00] - Super Bowl highlights, Steve Sabol and Bill Belichick.
[31:00] - A winning formula is consistent across time and industries.
[36:20] - Jerry misremembers how our friendship started.
[37:00] - Previewing next episode -- the Trading Tribe and how Mike and Jerry came to work together.
Links and Resources:
Do you have a question for Michael and Jerry? Please DM us at @mmelissinos or @rjparkerjr09.Mike's Links
Jerry's Links
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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit melissinostrading.com and chesapeakecapital.com.
Thank you for listening.
Thu, 13 Apr 2023 - 40min
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