Talking 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...

Topics -- How to talk about trend-following -- The Tortoise and the Hare -- Capitalism is under attack [article -- https://www.commentary.org/articles/clifford-asness/pro-hamas-protests-capitalism/] Links and Resources: Do you have a question for Michael and Jerry? Please DM us at  ⁠⁠⁠⁠⁠⁠@mmelissinos⁠⁠⁠⁠⁠⁠  or  ⁠⁠⁠⁠⁠⁠@rjparkerjr09⁠⁠⁠⁠⁠⁠ . Mike's Links ⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠...

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...

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 ⁠⁠⁠...

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 ⁠...

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...

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 ⁠⁠Subst...

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...

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 ⁠⁠@rjparkerjr0...

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 t...

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 . Links and Resources: Do you have a question for Michael and Jerry? Please DM us at ⁠⁠@mm...

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 t...

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

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

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

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

We discuss the parabolic trend in cocoa prices. 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 Jer...

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 invest...

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 ⁠⁠...

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 L...

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.

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 Tradi...

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 Jerr...

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 Li...

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...