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المحتوى المقدم من Michael Melissinos. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Michael Melissinos أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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This Is Woman's Work with Nicole Kalil


1 The 3 N’s - Negotiation, Networking & No with Kathryn Valentine | 327 37:43
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Let’s talk about the three things women are told not to do: negotiate, network unapologetically, and say no like we mean it. Most of us have been programmed to default to yes—to the point that we feel guilty saying no, even when it’s the most obvious answer. And when we do say no? We often soften it, explain it away, and sugarcoat it so much that it barely sounds like a no at all. Kathryn Valentine—CEO of Worthmore Strategies and corporate badass helping companies retain and promote female talent—is here to flip that script. With experience advising Fortune 100s and dropping knowledge in places like HBR and Fast Company, Kathryn knows exactly how women can claim their worth, own their voice, and not feel bad about it. From salary talks to schedule shifts, from asking for more to turning down what doesn’t serve you, this episode is your reminder: your power doesn't come from being liked. It comes from knowing what matters and having the guts to go after it. Kathryn even drops her epic list of 76 things you can negotiate (yes, SEVENTY-SIX). So if you've ever softened your no or stayed silent in a meeting, this one’s for you. Connect with Kathryn: Website: www.worthmorestrategies.com 76 Things You Can Negotiate: www.76things.com Related Podcast Episodes: The Hard Truths Of Entrepreneurship with Dr. Darnyelle Jervey Harmon | 313 Toxic Productivity with Israa Nasir | 254 Be A Likeable Badass with Alison Fragale | 230 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music Learn more about your ad choices. Visit megaphone.fm/adchoices…
Whipsawed explicit
وسم كل الحلقات كغير/(كـ)مشغلة
Manage series 2360442
المحتوى المقدم من Michael Melissinos. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Michael Melissinos أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
A podcast about the markets. The show is hosted by Michael Melissinos, a very handsome trader.
…
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61 حلقات
وسم كل الحلقات كغير/(كـ)مشغلة
Manage series 2360442
المحتوى المقدم من Michael Melissinos. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Michael Melissinos أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
A podcast about the markets. The show is hosted by Michael Melissinos, a very handsome trader.
…
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61 حلقات
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1 66: Review of the Markets - Coronavirus Curveball Edition 37:02
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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.…

1 65: Over-Optimizing Your Investing Approach Leads to Death 9:34
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We see pickiness permeating across society today. We don't like being wrong or feeling dumb. We think we can prepare for every little thing that comes our way. MLB teams are experiencing the pitfalls of over-optimization. Instead of giving batters as many at-bats as possible, they optimize for how each batter does versus the opposing pitcher while also considering the game is home or away, day or night, recent performance, and so on. When you consider all of these factors, the sample size decreases. This makes the decision less robust and you more likely to experience something "unexpected". Well, yea you didn't expect it because your sample size is five! How can you possibly gain any reasonable expectation from such a small sample size?…

1 64: Hold Your Investment Manager Accountable 11:17
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Ask questions to learn how your manager and his or her strategy makes decisions each day. It's important to learn about how the strategy is going to behave before you invest in it. You cannot expect to know how it will perform since that is largely up to the markets, and we cannot control them. But we can learn about how the strategy makes decisions in its initial design and in a variety of different situations.…

1 63: Current Sentiment of the Stock Market 12:09
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Bearishness across the board in a number of sentiment surveys and indicators.
Communicate well, especially the value proposition and generate performance. Done.
...concentrated risk in one asset class and poor loss-control tactics.
Some get the result they want, and stop working. Those in for the love, never stop regardless of the results they get - but they tend to get the best results.
“Improving” the strategy typically serves as a self-correcting mechanism to remind the manager to stick to his/her philosophy and strategy, not to change it or “adapt” it every time s/he runs into some losses.
A blind taste test between two investments.
There’s a tremendous amount of inconsistency and streakiness that occurs in the markets. Great investors do their best to survive and focus between big kills and have the ability to take the shot when they come along.
All it takes is missing one big winner and/or holding a loser just a little too long to derail our investing results.
One seed = one opportunity. Many seeds = many opportunities.
Having skin in the game makes for a better fund manager.
Two things investors are always going to want: to make more money and suffer less drawdowns.

1 52: Risk Comes Fast - General Electric 15:20
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Romanticizing about a stock clouds judgement. General Electric, once a darling of the Dow and pillar of innovation, has become a shell of itself. It has lost over two-thirds of it’s value over the last few years and ~85% since 2000.
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1 51: Comparing the Worst Periods of Trend Following to Buy-and-Hold Index Funds 15:59
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Article: http://www.melissinostrading.com/investment-strategy/comparing-the-worst-periods-of-trend-following-to-buy-and-hold-index-funds/
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Part 1) Derek Notman of Intrepid Wealth Partners and I co-write article on Trend Following. Link: http://www.intrepidwealthpartners.com/blog/trend-following Part 2) An inspirational story of a kid trying to buy a computer goes out into the snow to make some money. Story from the young fella's dad: https://twitter.com/jackmurphylive/status/1084456663074131969…
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1 43: Are Your Investments Too Concentrated? 12:17
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Yesterday's stock market sell-off presents a nice entry point for us to review our investments. Are we diversified? Are we too concentrated in tech stocks or large cap names? Might we reconsider re-balancing into some other non-US stocks, or different industries or different strategies in general? Do we have too much invested into the passive buy and hold strategy? Might it be a good idea to look at other strategies to invest in so we can improve our long-term performance ride? These questions and more give us good starting points to audit our portfolio and see if there are any simple and practical ways to strengthen it for the long-run.…
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This one dovetails off of the "How We Work With Investors" episode. I believe in taking a thorough approach to learning about the investor, their risk tolerance and philosophy when it comes to not just investing, but life in general.
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1 41: Lessons Learned from Italian Winemakers 25:22
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On my recent trip to northern Italy, my wife and I went on a two-day wine tour. I asked a lot of questions. I wanted to learn about the winemaking process and draw parallels back to investing. Needless to say, they share a lot of similarities. The big question I asked: What percentage of making good wine are you, the winemaker, responsible for? I wanted to learn if the weather, soil and other elements out of their control was mostly responsible for the taste in good wine.…
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In this episode, I outline my method for how I like to work with investors. It doesn't always work. There's the occasional bump in the road (investors want to add in when recent performance is hot and sell out when I've been losing; they forget the benefits of adding a strategy like mine in their portfolio in the first place; they forget the general performance behavior of trend following - namely, when it does and doesn't do well) but it has served me well in my short career so far. My goal: shift the focus away from short-term returns to long-term discipline. Honest pro-active communication is key. Scrambling later when emotions are high doesn't work. Sooner or later, the manager and/or investors breaks their discipline and then all hell can break loose. **To read this outline in blog and PDF form, please click on the link below. http://www.melissinostrading.com/culture/how-we-work-with-investors/…
Our behavior transcends our current setting. How we invest is how we eat, how we are in relationships, how we work, etc. Trend Followers don't limit their philosophy to one area. In all likelihood, they go with the flow, ride winners, cut losses and care a lot about survival in every facet of their lives. http://www.melissinostrading.com/markets/episode-38-what-i-learn-from-fortnite/…
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1 37: NYC Trading Tribe - Notice Your Patterns 26:29
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On this episode I talk about my recent experience in the NYC Trading Tribe. For those unfamiliar, I lay out the premise of Tribe before I get into it. Specifically, I talk about my behavioral pattern of shyness - missed opportunity - frustration. For much of my life, this pattern has occured over and over again. In Tribe, with the help of the guys, I go to work on my feelings, find the positive intention then replace my medicinal behaviors with proactive ones. Since the Tribe meeting, things have been happening that I can attribute to changing my behavior and attitude. For more information on Tribe - http://seykota.com/TT/FAQ_Index/default.html…
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1 36: Markets Were Choppy Back in the Day Too 11:51
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Markets go through long periods of choppiness – often long enough for us to think that it’s the new normal. Markets can trend for a long period of time and we feel the same way. There have been many other instances in many other markets where they chop – trend – chop – trend. Markets today are no different than they were back in the day. http://www.melissinostrading.com/markets/markets-dont-get-choppier-over-time/…
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You care for your garden in a similar manner you do your trend following portfolio.
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1 34: Jerry Parker Interview #1 with Mike Melissinos 48:23
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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.…
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1 33: Gary Antonacci Interview with Mike Melissinos 46:17
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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/…
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1 32: Is Trend Following’s Lost Decade Over? 5:34
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مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.