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Talking Trends

Talking Trends

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

57 - 26: To Finish First, You Must First Finish ft. Devin Haran
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  • 57 - 26: To Finish First, You Must First Finish ft. Devin Haran

    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 the other way

    -- The Pareto Principle and how it applies not only to trend-following, but equity indexes as well (Michael's latest ⁠article⁠)

    -- The value of starting from modest means and learning how to stay in business

    -- Our innate behavioral tendencies tend to serve us well in a life or death situation, but not so well in the markets


    How to get in touch with Devin:

    Twitter

    Linkedin

    Email

    Wed, 18 Sep 2024 - 1h 07min
  • 56 - 25: The Stoic Path to Wealth ft. Darious Foroux

    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.

    Mon, 02 Sep 2024 - 40min
  • 54 - 23: [Survivor Series] Starting from Zero ft. Carley Garner

    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 the most important thing, ignoring everything else

    -- The Yen carry-trade similarities to 2007

    -- Signs of financial stress are becoming evident

    Thu, 22 Aug 2024 - 38min
  • 53 - 22: The Limits of Crisis Alpha

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

    Wed, 14 Aug 2024 - 56min
  • 52 - 21: The Price of Admission

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

    Tue, 06 Aug 2024 - 22min
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