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All Episodes

Whipsawed — 61 episodes

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Title
1

66: Review of the Markets - Coronavirus Curveball Edition
2

65: Over-Optimizing Your Investing Approach Leads to Death
3

64: Hold Your Investment Manager Accountable
4

63: Current Sentiment of the Stock Market
5

62: Priorities of a Fund Manager
6

61: Two Major Risks of Index Funds

E
7

60: For the Love of It
8

59: Improvements Don't Always Work

E
9

58: Do You Care What We Call Ourselves?
10

57: Streakiness and Big Kills
11

56: Don't Hit the Snooze
12

55: From Seed to Yield
13

54: In the Foxhole
14

53: "Hey Man, Whatever Works."
15

52: Risk Comes Fast - General Electric
16

51: Comparing the Worst Periods of Trend Following to Buy-and-Hold Index Funds
17

50: Possessed by Process
18

49: Sometimes Kids Leads the Way
19

44: White Squall
20

43: Are Your Investments Too Concentrated?
21

42: Three Questions to Ask Investors
22

41: Lessons Learned from Italian Winemakers
23

40: How We Work with Investors
24

39: Lost Knowledge is Real
25

38: What I Learn from Fortnite
26

37: NYC Trading Tribe - Notice Your Patterns

E
27

36: Markets Were Choppy Back in the Day Too

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28

35: Flowers and Trend Following

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29

34: Jerry Parker Interview #1 with Mike Melissinos

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30

33: Gary Antonacci Interview with Mike Melissinos

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31

32: Is Trend Following’s Lost Decade Over?

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32

31: Derek Notman, CFP Interview with Mike Melissinos

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33

30: Hedge Funds vs. the S&P 500

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34

29: John Wooden and Focusing Only on Results

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35

28: Trends Have Trends

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36

27: A Trend Follower’s Secret Weapon Makes a Comeback

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37

26: Opportunity in Commodities?

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38

25: A Storm’s a Brewin’ in U.S. Government Bonds

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39

24: An Update on Precious Metals

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40

23: Rising Interest Rates: An Opportunity For Trend Followers?
41

22: The Bitcoin Bubble in Perspective

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42

21: Superordinate Goal - The Manager & Investor Relationship

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43

20: Questions That Don't Matter

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44

19: It's Not If But When

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45

17: The Occasional Mistake

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46

16: Warren Buffet's Worst Loss Came During the Dot-Com Bubble

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47

15: The Risks of Copying Others

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48

14: Half vs. Half-Assed Product

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49

13: Bill Belichick on Doing Your Job

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50

12: Make a Big Kill Every Once in a While

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51

11: Cycles

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52

10: Why I Choose Lean

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53

9: AQR Paper on Trend Following

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54

8: A Trend Reversal in Interest Rates?

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55

7: Performance Doesn't Depend on Volatility

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56

6: Wine and Trading

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57

5: Leaving Money on the Table

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58

4: Why Have Trend Followers Been Losing Money Lately?

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59

3: Warren Buffett vs S&P 500

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60

2: Is the Stock Market in a Bubble?

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61

1: Comments on the Brazil Bloodbath