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

⁠⁠⁠⁠⁠⁠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.

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.

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.