Podcast appearances and mentions of mike melissinos

Today's guest is Michael Melissinos, founder of Melissinos Trading, an investment firm that employs a systematic trend-following approach. In today's episode, Mike shares his journey into trend following and his approach to trading. He emphasizes the importance of removing biases and opinions when observing trends and executing trades. We get into the nuances of trend following, sticking to a trading system, and much more. (0:00) Introduction of guest Mike Melissinos and his journey into trend following (6:08) Jumping into trend following (10:07) Implementation and execution of trend following strategies, with emphasis on risk management (14:19) Deciding what markets to trade (16:33) The pitfalls of overriding your system (21:24) Questioning assumptions and the benefits of sticking to a system (28:40) Trading during the 2020 COVID crash and the subsequent inflation wave (30:07) The unexpected downfall of the 60/40 in recent years (33:11) Long term versus short term trading systems (36:06) Mike's most memorable investment ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: 10 East is a membership-based investment firm founded by Michael Leffell, former Deputy Executive Managing Member of Davidson Kempner, focused on providing targeted exposure to private markets. Members invest at their discretion in single-investment and niche fund vehicles across private credit, real estate, private equity, and venture capital. Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

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 the recent Coronavirus outbreak in China. Mike gives a 30,000ft view of each of the major asset classes, his favorite markets and stocks. In the episode, he discloses a number of his current positions so as to not "talk his book" without being transparent.

Jerry Parker needs no introduction. He's been running a successful trend following firm, Chesapeake Capital, since the 1980's.   Today, we talk about a number of different things including: 1) Winton Capital "stepping away" from trend following 2) Morningstar's study on fund manager performance 3) The Dr. Copper myth 4) Earnings growth vs. stock market returns   We plan on having these discussions every so often when we come across articles we like and when important market events occur.

Today, I talk to Gary Antonacci, author of Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk. Gary has over 40 years of investing experience, holds an MBA from Harvard. He also found, invested and worked with a few investing legends when they were relatively unknown – Paul Tudor Jones (billionaire fund manager), John W. Henry (billionaire fund manager, owner of Boston Red Sox) and Richard Dennis (incubated the famous Turtle traders). Gary has been a guest on many other well-known podcasts, including Michael Covel’s and Meb Faber’s shows. On their shows, they get into the weeds on Gary’s Dual Momentum system – why it works better than simple buy-and-hold, why combining absolute and relative strength momentum create great synergy and a few other related topics. I didn’t want to recreate their episodes, so I decided to ask Gary a few additional questions and talk about some non-technical things. Some of our topics include: 1) Why Gary prefers momentum to other investing styles 2) How momentum investing helps you avoid that one debilatating, 2008-esque, loss 3) Gary’s experience investing with Paul Tudor Jones, John W. Henry and Richard Dennis 4) What Gary learned from these legendary managers 5) What Gary looks for when he invests with a manager Check out the links below to learn more about Gary, his investing system and it’s performance and on momentum investing, in general. Gary’s Book: Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk To Learn More About Gary’s Momentum System: https://www.optimalmomentum.com/index.html Gary’s Blog: http://www.dualmomentum.net/

Derek Notman, CFP, is a financial advisor from Madison, Wisconsin. His firm is Intrepid Wealth Partners. Derek recently discovered trend following and is starting to educate his clients on the benefits of adding it to their portfolios. Today, we talk about: - how he discovered trend following (Michael Covel's books, a personal mentor and The Way of the Turtle book) - how he educates and works with his clients - how trend following and entrepreneurship are closely related and - the "right" allocation amount to trend following Derek can be reached through his website http://www.intrepidwealthpartners.com/.

Mike Melissinos began his research into investing philosophy while working as a junior analyst at Bear Stearns and J.P. Morgan. Both the collapse of Bear and the Financial Crisis, in general, were eye-opening experiences and motivated him to launch his own investment firm – namely, to offer a better way to protect capital while still being able to capitalize on major trends. He graduated from Seton Hall University (2006) with a degree in Accounting. In 2007, Michael worked as a hedge fund auditor for Rothstein Kass; from 2007-2009, he worked as an analyst for Bear Stearns and J.P. Morgan; and from 2009-2010, as an equities trader for SMB Capital. In January 2011, four partners contributed a total of $300,000 to help Michael launch his investment management career. Today, he manages over $5 million for individuals and institutions. Check out all the links, books and resources mentioned in this episode over at www.economicrockstar.com/mikemelissinos. To support the podcast on Patreon, check out www.patreon.com/economicrockstar  

Ep. 78 - Trend Following with Hedge Fund Manager Mike Melissinos Trade 5 Cryptocurrency CFDs with XTB and get a 15% spread rebate - exclusive to TBT listeners! www.twoblokestrading.com/crypto In this episode:  Tom and Owen have got off to a flying start in the crypto competition Well, one of us is flying up and one is flying down... Listen to find out which! We are pleased to see that about 70% of active traders in the competition are making money Mike Melissinos, trend following hedge fund manager, is on the show to keep us grounded He demonstrates how you can stick to your trading plan even in tough circumstances And make hay when the sun shines! Trader Interview - Mike Melissinos - Trend Following Hedge Fund Manager Mike Melissinos is only a few years older than us, but he runs a hedge fund. That is pretty cool. He’s a dyed-in-the-wool trend following trader and is a fan and friend of Turtle Trader and trend following legend Jerry Parker. Mike talks to us about what it is like to be on top of the world when the markets are working for your trading style, and how to keep the faith when the markets just aren’t conducive to making money. Trend following is a notoriously cyclical way of trading. Sometimes markets are trending, sometimes they just are not. Mike keeps the faith because he has done his research. He has done his maths and he knows that trends cluster, and when times are good they are very good. He also knows that trend following mega markets usually directly follow extended flat periods. It is no secret that we are currently in a flat period and that trend followers are suffering, particularly in commodities. But, Mike knows that the good times could be just around the corner, so he keeps the faith. Crypto Trading Competition Update It has been really pleasing to see so many people to get off to a positive start in the crypto competition. Despite there being no leverage available, one trader is up over 20% in the first 6 days. Many others are in double digits and about 70% of active traders overall are making money. There is plenty of distance to go, but this is a good start! The trade of the week was definitely a Bitcoin Long trade from the bottom of the weekend sell off. A number of traders were caught out by the initial sell off over the weekend when Segwit2x was cancelled. Fortunately I think a few traders didn’t start till Monday so they weren’t caught in a long position!! Or maybe some smarty-pants actually went short and caught the move down? If so email in and tell us! We’ve seen some movement in Alt-Coins with a spike up in Ripple and Litecoin, though both of those moves were temporary and anyone not taking profit will have been left with almost zero gains after a fast retracement. But maybe this signals a medium term upwards movement back towards the all time highs? Ripple’s spike was caused by good news from American Express, so it may have a longer term effect. 19 days to go! Who will win the £1000 and more importantly, the kudos of winning the world’s first crypto trading competition!

Ep. 78 – Trend Following with Hedge Fund Manager Mike Melissinos   Trade 5 Cryptocurrency CFDs with XTB and get a 15% spread rebate – exclusive to TBT listeners! www.twoblokestrading.com/crypto   In this episode:   Tom and Owen have got off to a flying start in the crypto competition Well, one of us is flying…

Michael Covel speaks with Mike Melissinos and Glenn Graham on today’s “emerging trend following trader” episode. In 2011, Melissinos started Melissinos Trading in his parents’ house in New Jersey. Covel and Melissinos discuss Melissinos’ career and beginnings; his history with Bear Sterns; Melissinos’ introduction to trend following; “find trends, align with trends, and manage risks”; the similarities between crude oil, copper, sugar, the Euro, and wheat; and trading based purely on price. For more information on Mike Melissinos, visit melissinostrading.com. Glenn Graham’s firm is Golden Point Capital. Graham has had extensive experience in quantitative trading strategy development in the futures space. He holds the designation of Chartered Alternative Investment Analyst (CAIA), a designation focusing on the alternative asset classes. Graham and Covel discuss Graham’s early trading track record; niche markets and hedging; Graham’s early trading experiences and his history at a high frequency trading firm; early influences in trend style trading; the parallels between trading and backgammon; the importance of the size of your winners over winning percentage; and style drift. For more information on Glenn Graham, visit goldenpointcap.com. For a free DVD: trendfollowing.com/win.

Learn how Mike Melissinos started his fund, how he trades and how he handles investors a little differently than other fund managers. He also shares how the NYC Trading Tribe helped his trading. There is a ton of tips in this one hour interview, so be sure to have your notebook ready. The post EP19 // Mike Melissinos On Trend Following, Trading A Fund And The Trading Tribe appeared first on Trading Heroes.