Talking Trends

Michael Melissinos
  • 4.0 (16)
  • BUSINESS
  • UPDATED WEEKLY

A podcast by Michael Melissinos and Jerry Parker. Two investment managers talking about life and the markets.

  1. MAR 5

    32: "If it Wasn't for Gold and Silver..."

    Topics -- Obsession with smooth returns is a symptom of a larger societal trend -- Trend-followers get off to a hot start in 2026 thanks to gold and silver -- What a difference a year makes (2025 tariff mayhem, 2026 strong trends) 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 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.

    41 min

  2. JAN 13

    31: Excuses Excuses Excuses

    Topics -- Powell under investigation -- Never-ending list of excuses to break your discipline -- Resurgence of trends since the tariff mess of early 2025 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 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.

    46 min

  3. 11/27/2025

    30: Thanksgiving Thoughts

    Topics -- Personal lessons from the trend-following legends -- Difference between diversification and outlier hunting -- Jerry has a substack? -- How we cope during drawdowns 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 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.

    51 min

  4. 11/27/2025

    29: We're Baaaaaaackkkkkkk

    Topics: -- Nick Saban on good and great, talent and execution -- Update on the trend-following drawdown -- Feelings that come up during trading, marketing -- Design a system for healthy discomfort -- Mike and Jerry dominate fantasy hockey 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 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.

    41 min

  5. 05/16/2025

    28: Embrace the Drawdown!

    Mike and Jerry open up about how they're coping with the recent drawdown in trend-following. Recent essays relevant to this conversation - Wait? Yes. Hesitate? No. - Trend-Following in 2008: From +70% to Negative 1% to +92% - Weeds Always Come Back 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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit ⁠⁠⁠⁠melissinostrading.com⁠⁠⁠⁠ and ⁠⁠⁠⁠chesapeakecapital.com⁠⁠⁠⁠. Past performance does not indicate future results.

    1h 10m

  6. 05/14/2025

    27: 2008 Wasn't Exactly a Joy Ride for Trend-Following

    Even during strong performance periods for trend-following, the financial and emotional swings can be significant. 2008 is a great example of this. Interestingly, 2006 and 2007 do as well. Supporting Essay: Trend-Following in 2008: From +70% to Negative 1% to +92% 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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit ⁠⁠⁠⁠melissinostrading.com⁠⁠⁠⁠ and ⁠⁠⁠⁠chesapeakecapital.com⁠⁠⁠⁠. Past performance does not indicate future results.

    25 min

  7. 04/22/2025

    26: What is the Trend of the "U.S. Dollar"?

    The U.S. Dollar is a hot topic of conversation lately. Tariffs, Trump, Bessent, reserve currency status, a new trade accord, etc. When the news heats up, trend-traders find calm in their rules. In this episode, we check in on the trends of the major currency markets vs. the Dollar. 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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit ⁠⁠⁠⁠melissinostrading.com⁠⁠⁠⁠ and ⁠⁠⁠⁠chesapeakecapital.com⁠⁠⁠⁠. Past performance does not indicate future results.

    26 min

  8. 09/18/2024

    25: To Finish First, You Must First Finish ft. Devin Haran

    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 indexes as well (Michael's latest ⁠article⁠) -- The value of starting from modest means and learning how to stay in business -- Our innate behavioral tendencies tend to serve us well in a life or death situation, but not so well in the markets How to get in touch with Devin: Twitter Linkedin Email 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 Trading and Chesapeake Capital Corp. may maintain positions and securities discussed in this podcast. For more information, please visit ⁠⁠⁠⁠melissinostrading.com⁠⁠⁠⁠ and ⁠⁠⁠⁠chesapeakecapital.com⁠⁠⁠⁠. Past performance does not indicate future results.

    1h 8m
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Ratings & Reviews

4
out of 5
16 Ratings

About

A podcast by Michael Melissinos and Jerry Parker. Two investment managers talking about life and the markets.

Information

  • Creator
    Michael Melissinos
  • Years Active
    2017 - 2026
  • Episodes
    32
  • Rating
    Explicit
  • Copyright
    © Michael Melissinos
  • Show Website
    Talking Trends

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