Talking Trends

Sep 18 2024 25 ep. 39 mins 25

Talking Trends Podcast artwork

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

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

Sep 18 2024 67 mins

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

25: The Stoic Path to Wealth ft. Darious Foroux

Sep 01 2024 40 mins

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.

23: [Survivor Series] Starting from Zero ft. Carley Garner

Aug 22 2024 38 mins

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 skil

22: The Limits of Crisis Alpha

Aug 14 2024 56 mins

Mike and Jerry back in the saddle discussing the extreme market moves over the past couple of weeks.

21: The Price of Admission

Aug 06 2024 22 mins

Supporting Substack article: https://mikemelissinos.substack.com/p/the-price-of-admission

20: Something Good Coming

Jul 22 2024 24 mins

Supporting Substack article: https://mikemelissinos.substack.com/p/something-good-coming

19: A Slight Edge is Enough, Even Preferred for Long-Term Survival

Jul 11 2024 17 mins

Supporting Substack article: https://mikemelissinos.substack.com/p/a-slight-edge-is-enough-even-preferred

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

Apr 02 2024 42 mins

17: The Magellan Fund Myth?

Jan 31 2024 27 mins

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 th

16: Dynamic Profit Slashing

Jan 08 2024 36 mins

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 ⁠⁠⁠⁠⁠@rjpa