Devin Haran is the founder of Somerset Hills Capital , a value-focused investment manager. He got his start in investment banking, making stops at Merrill Lynch and RBC Capital Markets before launching Somerset Hills. He holds a BA from Amherst and an MBA from Columbia Business School. In this conversation, we cover a range of topics : -- Baseball continues to over-optimize, but the NBA is going the other way -- The Pareto Principle and how it applies not only to trend-following, but equity inde...
Sep 18, 2024•1 hr 8 min
Darius Foroux is the author of 8 books, including The Stoic Path to Wealth . He writes about productivity, Stoicism, and wealth building. His ideas and work have been featured in TIME, NBC, Fast Company, Inc., Observer, and many more publications. Until now, more than 30 million people have read his articles .
Sep 02, 2024•40 min
Carley Garner is a commodity market strategist and broker, Stocks & Commodities Magazine columnist, TheStreet.com Contributor, and author of several books. Her firm DeCarley Trading is a full-service futures brokerage that also provides free trading education. Follow her on X and Linkedin . Topics we cover : -- Starting is easier than staying -- Running a lean business is a skill -- Focus on the most important thing, ignoring everything else -- The Yen carry-trade similarities to 2007 -- Sig...
Aug 22, 2024•38 min
Mike and Jerry back in the saddle discussing the extreme market moves over the past couple of weeks.
Aug 14, 2024•57 min
Supporting Substack article: https://mikemelissinos.substack.com/p/the-price-of-admission
Aug 06, 2024•22 min
Supporting Substack article: https://mikemelissinos.substack.com/p/something-good-coming
Jul 22, 2024•25 min
Supporting Substack article: https://mikemelissinos.substack.com/p/a-slight-edge-is-enough-even-preferred
Jul 11, 2024•18 min
Apr 02, 2024•43 min
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 Y...
Jan 31, 2024•27 min
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 Substack LinkedIn Melissinos Trading LLC Jerry's Links LinkedIn Chesapea...
Jan 08, 2024•36 min
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 Substack LinkedIn Melissinos Trading LLC Jerry's Links LinkedIn Chesapeake Capital Michael Melissinos is the founder of Melissinos Tra...
Dec 29, 2023•47 min
Constraints liberate us from confusion, from compiling endless information, from jumping from diet to diet or from one investment to another. Embrace constraints. They focus us. They hold us accountable. They help us calm down and move forward in a more sturdy and sustainable direction.
Dec 22, 2023•18 min
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 Substack LinkedIn Melissinos Trading LLC Jerry's Links LinkedIn Chesapeake Capital Michael Melissinos is the founde...
Dec 17, 2023•41 min
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 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 n...
Sep 29, 2023•54 min
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 Substack LinkedIn Melissinos Trading LLC Jerry's Links LinkedIn Chesapeake Capital Michael Melissinos is the founder of Melissinos Trading and ...
Jul 31, 2023•52 min
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...
Jul 17, 2023•32 min
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...
Jul 10, 2023•36 min
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 ...
Jun 27, 2023•55 min
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 Substack LinkedIn Melissinos Trading LLC Jerry's Links LinkedIn Chesapeake Capital Michael Melissinos is the founder of Melissinos ...
Jun 09, 2023•39 min
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 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 Ch...
Jun 02, 2023•41 min
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 Substack LinkedIn Melissinos Trading LLC Jerry's Links LinkedIn Chesapeake Capital Michael Melissinos is...
May 15, 2023•38 min
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 Substack LinkedIn Melissinos Trading LLC Jerry's Links LinkedIn Chesapeake Capital Michael Melissinos is the founder of ...
May 05, 2023•47 min
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 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 po...
Apr 28, 2023•30 min
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 Substack LinkedIn Melissinos Trading LLC Jerry's Links LinkedIn Chesapeake Capital Michael Meliss...
Apr 21, 2023•53 min
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 pers...
Apr 13, 2023•40 min
