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 per

16: Dynamic Profit Slashing

Jan 8th, 2024 36m 16s

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 lowerLinks and Resources:

15: Take a Stand

Dec 29th, 2023 46m 52s

Topics of discussion on this episode:— Harvard President plagiarism— Knowing what you're buying— Finding the best cup of coffee— Standing for something builds trustLinks and Resources: Do you have a question for Michael and Jerry? Please

14: Constraints are Liberating

Dec 22nd, 2023 17m 39s

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

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

Dec 17th, 2023 40m 43s

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 JerryLinks and Resources: Do you have a question for Mic

12: Have an Enemy

Sep 29th, 2023 54m 9s

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 Links⁠⁠Substack⁠⁠⁠⁠LinkedI

11: Single Stocks Trend Following

Jul 31st, 2023 51m 54s

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 ChevronLinks and Resources: Do you have a question for Michael

10: Make Tough Decisions Early & Trend-Following in Everyday Life

Jul 17th, 2023 31m 36s

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 exam

09: Fed Error? Corn Market Chaos. Is More Data Better? What Was Jerry Like in 1990?

Jul 10th, 2023 35m 44s

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 t

08: Let's Talk About OceanGate

Jun 27th, 2023 54m 52s

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

07: Replication Damnation?

Jun 9th, 2023 39m 4s

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 que

06: Band of Brothers & Embracing Mundane

Jun 2nd, 2023 40m 41s

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 ⁠⁠@mmeli

05: Warren Buffett Doesn't Care About His Sharpe Ratio

May 15th, 2023 37m 54s

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 R

04: A Look at the Markets & Druckenmiller's Recent Comments

May 5th, 2023 46m 30s

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 Resourc

03: How to Get Through a Rough Patch

Apr 28th, 2023 29m 55s

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 Links⁠Substack⁠⁠LinkedIn⁠⁠Melissinos Trading LLC⁠Jerry's Links⁠LinkedIn⁠⁠

02: Mentors & Learning from Seinfeld

Apr 21st, 2023 53m 18s

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

01: "It's just fantasy hockey"

Apr 13th, 2023 40m 4s

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 Je

66: Review of the Markets - Coronavirus Curveball Edition

Feb 13th, 2020 37m 2s

Mike Melissinos is back from a long podcasting break to review the markets - stocks, bonds, commodities and currencies. There's a lot happening right now with a possible looming recession, government bond yields going back to all-time lows and

65: Over-Optimizing Your Investing Approach Leads to Death

Nov 21st, 2019 9m 34s

We see pickiness permeating across society today. We don't like being wrong or feeling dumb. We think we can prepare for every little thing that comes our way. MLB teams are experiencing the pitfalls of over-optimization. Instead of giving batt

64: Hold Your Investment Manager Accountable

Nov 20th, 2019 11m 17s

Ask questions to learn how your manager and his or her strategy makes decisions each day. It's important to learn about how the strategy is going to behave before you invest in it. You cannot expect to know how it will perform since that is lar

63: Current Sentiment of the Stock Market

Sep 9th, 2019 12m 9s

Bearishness across the board in a number of sentiment surveys and indicators.

62: Priorities of a Fund Manager

Aug 27th, 2019 14m 36s

Communicate well, especially the value proposition and generate performance. Done.

61: Two Major Risks of Index Funds

Aug 16th, 2019 22m 3s

...concentrated risk in one asset class and poor loss-control tactics.

60: For the Love of It

Aug 8th, 2019 5m 29s

Some get the result they want, and stop working. Those in for the love, never stop regardless of the results they get - but they tend to get the best results.