18 episodes

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

Talking Trends Michael Melissinos

    • Business
    • 4.1 • 14 Ratings

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

    18: One of the Best Trades Ever [Cocoa Edition]

    18: One of the Best Trades Ever [Cocoa Edition]

    • 42 min
    17: The Magellan Fund Myth?

    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:

    The Chase

    Mike's blog on Substack

    Mike on LinkedIn

    Mike on X

    Melissinos Trading

    ⁠⁠⁠⁠⁠⁠Jerry on LinkedIn⁠⁠⁠⁠⁠⁠



    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.

    • 27 min
    16: Dynamic Profit Slashing

    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

    ⁠⁠⁠⁠⁠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.

    • 36 min
    15: Take a Stand

    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

    ⁠⁠⁠⁠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.

    • 46 min
    14: Constraints are Liberating

    14: Constraints are Liberating

    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.

    • 17 min
    13: How Do You Make Money and Not Know Anything?

    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

    ⁠⁠⁠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.

    • 40 min

Customer Reviews

4.1 out of 5
14 Ratings

14 Ratings

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